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 | $51,638+79.3% | $68,368+35.4% | $82,448+12.3% |
| Participation rate | 16.7% | 63.6%-46.9pp | 73.8%-57.1pp | 68.1%-51.4pp |
| Annual return | 10.76% | 37.53%-26.8pp | 292.57%-281.8pp | 41.64%-30.9pp |
| Employer contribution / active EE | $475 | $2,047-76.8% | $2,649-82.1% | $2,551-81.4% |
| Participant deferral / active EE | $1,227 | $2,914-57.9% | $4,123-70.2% | $4,139-70.3% |
| Admin fee / account holder | $7,143 | $4,643+53.8% | $5,150+38.7% | $7,234-1.3% |