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 | $81,463 | $32,037+154.3% | $69,182+17.8% | $62,891+29.5% |
| Participation rate | 17.3% | 43.4%-26.1pp | 55.1%-37.8pp | 69.3%-52.0pp |
| Annual return | 3.08% | 15.16%-12.1pp | -21.93%+25.0pp | 20.14%-17.1pp |
| Employer contribution / active EE | $428 | $679-37.0% | $1,206-64.5% | $2,281-81.2% |
| Participant deferral / active EE | $797 | $1,185-32.7% | $1,897-58.0% | $3,203-75.1% |
| Admin fee / account holder | $5,634 | $2,608+116.0% | $2,697+108.9% | $4,296+31.2% |