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 | $112,638 | $74,927+50.3% | $101,794+10.7% | $84,808+32.8% |
| Participation rate | 34.5% | 61.4%-26.9pp | 69.2%-34.7pp | 68.3%-33.8pp |
| Annual return | 11.38% | 18.70%-7.3pp | 30.53%-19.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $735 | $1,522-51.7% | $2,289-67.9% | $2,631-72.1% |
| Participant deferral / active EE | $5,288 | $3,099+70.6% | $4,084+29.5% | $4,212+25.6% |
| Admin fee / account holder | $7,944 | $6,514+22.0% | $8,777-9.5% | $7,344+8.2% |