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 9-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 | $106,890 | $25,014+327.3% | $69,647+53.5% | $80,856+32.2% |
| Participation rate | 51.2% | 64.2%-13.1pp | 66.5%-15.3pp | 67.6%-16.5pp |
| Annual return | 10.09% | 19.07%-9.0pp | 100.48%-90.4pp | 35.59%-25.5pp |
| Employer contribution / active EE | $796 | $993-19.9% | $1,712-53.5% | $2,755-71.1% |
| Participant deferral / active EE | $2,168 | $1,839+17.9% | $2,886-24.9% | $4,296-49.5% |
| Admin fee / account holder | $7,768 | $2,488+212.2% | $4,713+64.8% | $6,918+12.3% |