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 | $87,105 | $56,897+53.1% | $84,750+2.8% | $62,891+38.5% |
| Participation rate | 60.0% | 68.5%-8.5pp | 76.6%-16.6pp | 69.3%-9.3pp |
| Annual return | -3.59% | 6.30%-9.9pp | 22.78%-26.4pp | 20.14%-23.7pp |
| Employer contribution / active EE | $954 | $2,400-60.3% | $3,574-73.3% | $2,281-58.2% |
| Participant deferral / active EE | $1,233 | $2,709-54.5% | $3,712-66.8% | $3,203-61.5% |
| Admin fee / account holder | $5,823 | $3,581+62.6% | $5,332+9.2% | $4,296+35.6% |