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 | $61,690 | $35,183+75.3% | $73,545-16.1% | $70,131-12.0% |
| Participation rate | 37.5% | 42.9%-5.4pp | 54.9%-17.4pp | 69.5%-32.0pp |
| Annual return | 12.34% | 26.90%-14.6pp | -15.16%+27.5pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,767 | $709+149.3% | $1,219+44.9% | $2,342-24.6% |
| Participant deferral / active EE | $1,027 | $1,220-15.8% | $1,806-43.1% | $3,332-69.2% |
| Admin fee / account holder | $758 | $2,302-67.1% | $2,320-67.3% | $4,645-83.7% |