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 | $81,546 | $54,541+49.5% | $78,778+3.5% | $70,131+16.3% |
| Participation rate | 37.7% | 60.8%-23.1pp | 69.2%-31.5pp | 69.5%-31.8pp |
| Annual return | 11.84% | 21.07%-9.2pp | 35.62%-23.8pp | 73.14%-61.3pp |
| Employer contribution / active EE | $519 | $1,089-52.3% | $1,986-73.8% | $2,342-77.8% |
| Participant deferral / active EE | $1,369 | $2,210-38.0% | $2,958-53.7% | $3,332-58.9% |
| Admin fee / account holder | $1,926 | $3,709-48.1% | $5,134-62.5% | $4,645-58.5% |