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 | $118,079 | $54,705+115.8% | $71,209+65.8% | $84,808+39.2% |
| Participation rate | 50.8% | 64.1%-13.3pp | 73.8%-22.9pp | 68.3%-17.5pp |
| Annual return | 10.45% | 35.90%-25.4pp | 282.51%-272.1pp | 40.90%-30.4pp |
| Employer contribution / active EE | $1,542 | $2,158-28.5% | $2,721-43.3% | $2,631-41.4% |
| Participant deferral / active EE | $3,506 | $3,030+15.7% | $4,175-16.0% | $4,212-16.8% |
| Admin fee / account holder | $7,510 | $4,863+54.4% | $5,349+40.4% | $7,344+2.3% |