See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,079 | $51,175+91.7% | $70,515+39.1% | $75,163+30.5% |
| Participation rate | 26.5% | 60.9%-34.4pp | 68.3%-41.8pp | 67.2%-40.7pp |
| Annual return | 10.49% | 30.02%-19.5pp | 32.77%-22.3pp | 160.62%-150.1pp |
| Employer contribution / active EE | $689 | $1,826-62.3% | $2,973-76.8% | $2,670-74.2% |
| Participant deferral / active EE | $1,401 | $2,849-50.8% | $4,567-69.3% | $4,125-66.0% |
| Admin fee / account holder | $8,568 | $4,091+109.5% | $6,412+33.6% | $5,651+51.6% |