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 | $103,977 | $76,552+35.8% | $123,892-16.1% | $62,891+65.3% |
| Participation rate | 13.9% | 73.0%-59.1pp | 81.4%-67.5pp | 69.3%-55.4pp |
| Annual return | -1.06% | 18.68%-19.7pp | 47.52%-48.6pp | 20.14%-21.2pp |
| Employer contribution / active EE | $588 | $2,883-79.6% | $4,617-87.3% | $2,281-74.2% |
| Participant deferral / active EE | $2,609 | $4,840-46.1% | $5,984-56.4% | $3,203-18.6% |
| Admin fee / account holder | $710 | $4,826-85.3% | $8,357-91.5% | $4,296-83.5% |