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 | $91,056 | $48,076+89.4% | $78,689+15.7% | $62,891+44.8% |
| Participation rate | 42.0% | 65.2%-23.2pp | 73.6%-31.6pp | 69.3%-27.3pp |
| Annual return | -1.55% | 31.35%-32.9pp | 62.18%-63.7pp | 20.14%-21.7pp |
| Employer contribution / active EE | $1,217 | $2,015-39.6% | $2,851-57.3% | $2,281-46.6% |
| Participant deferral / active EE | $2,122 | $2,588-18.0% | $3,517-39.7% | $3,203-33.8% |
| Admin fee / account holder | $597 | $3,207-81.4% | $4,510-86.8% | $4,296-86.1% |