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 | $139,049 | $72,277+92.4% | $101,248+37.3% | $79,858+74.1% |
| Participation rate | 62.0% | 68.5%-6.5pp | 75.8%-13.8pp | 69.6%-7.6pp |
| Annual return | 3.44% | 22.30%-18.9pp | 46.47%-43.0pp | 31.71%-28.3pp |
| Employer contribution / active EE | $1,577 | $2,692-41.4% | $3,660-56.9% | $2,471-36.2% |
| Participant deferral / active EE | $5,268 | $3,282+60.5% | $4,370+20.6% | $3,740+40.9% |
| Admin fee / account holder | $959 | $4,400-78.2% | $5,945-83.9% | $5,306-81.9% |