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 | $104,964 | $65,041+61.4% | $90,951+15.4% | $79,858+31.4% |
| Participation rate | 35.5% | 61.6%-26.1pp | 69.0%-33.5pp | 69.6%-34.1pp |
| Annual return | 9.71% | 30.45%-20.7pp | 134.60%-124.9pp | 31.71%-22.0pp |
| Employer contribution / active EE | $617 | $1,247-50.5% | $2,122-70.9% | $2,471-75.0% |
| Participant deferral / active EE | $2,379 | $2,512-5.3% | $3,373-29.5% | $3,740-36.4% |
| Admin fee / account holder | $3,489 | $4,536-23.1% | $5,959-41.4% | $5,306-34.2% |