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 7-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 | $94,553 | $31,310+202.0% | $53,898+75.4% | $74,304+27.3% |
| Participation rate | 28.0% | 30.7%-2.7pp | 55.0%-27.0pp | 60.3%-32.3pp |
| Annual return | 13.19% | 23.16%-10.0pp | 528.60%-515.4pp | 29.43%-16.2pp |
| Employer contribution / active EE | $461 | $450+2.4% | $932-50.6% | $2,241-79.4% |
| Participant deferral / active EE | $1,733 | $934+85.5% | $1,826-5.1% | $3,767-54.0% |
| Admin fee / account holder | $517 | $2,175-76.2% | $2,491-79.2% | $2,969-82.6% |