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 | $61,381 | $52,279+17.4% | $89,391-31.3% | $79,858-23.1% |
| Participation rate | 56.3% | 57.5%-1.3pp | 68.0%-11.7pp | 69.6%-13.4pp |
| Annual return | 5.52% | 22.16%-16.6pp | 245.62%-240.1pp | 31.71%-26.2pp |
| Employer contribution / active EE | $609 | $1,572-61.2% | $2,586-76.4% | $2,471-75.3% |
| Participant deferral / active EE | $4,895 | $2,740+78.6% | $3,890+25.8% | $3,740+30.9% |
| Admin fee / account holder | $30,797 | $3,356+817.6% | $4,881+530.9% | $5,306+480.4% |