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 | $62,111 | $51,466+20.7% | $78,778-21.2% | $62,292-0.3% |
| Participation rate | 45.5% | 59.8%-14.2pp | 69.2%-23.6pp | 69.5%-24.0pp |
| Annual return | 13.19% | 19.96%-6.8pp | 35.62%-22.4pp | 28.90%-15.7pp |
| Employer contribution / active EE | $1,188 | $827+43.6% | $1,986-40.2% | $2,042-41.8% |
| Participant deferral / active EE | $2,724 | $2,147+26.8% | $2,958-7.9% | $3,169-14.1% |
| Admin fee / account holder | $5,229 | $489+968.6% | $5,134+1.9% | $479+990.9% |