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 | $87,168 | $54,541+59.8% | $78,778+10.7% | $70,131+24.3% |
| Participation rate | 58.3% | 60.8%-2.5pp | 69.2%-10.9pp | 69.5%-11.2pp |
| Annual return | -10.58% | 21.07%-31.7pp | 35.62%-46.2pp | 73.14%-83.7pp |
| Employer contribution / active EE | $957 | $1,089-12.1% | $1,986-51.8% | $2,342-59.2% |
| Participant deferral / active EE | $2,137 | $2,210-3.3% | $2,958-27.8% | $3,332-35.9% |
| Admin fee / account holder | $6,369 | $3,709+71.7% | $5,134+24.1% | $4,645+37.1% |