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 8-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 | $92,563 | $54,705+69.2% | $71,209+30.0% | $84,808+9.1% |
| Participation rate | 16.7% | 64.1%-47.4pp | 73.8%-57.1pp | 68.3%-51.6pp |
| Annual return | 10.76% | 35.90%-25.1pp | 282.51%-271.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $475 | $2,158-78.0% | $2,721-82.5% | $2,631-81.9% |
| Participant deferral / active EE | $1,227 | $3,030-59.5% | $4,175-70.6% | $4,212-70.9% |
| Admin fee / account holder | $7,143 | $4,863+46.9% | $5,349+33.6% | $7,344-2.7% |