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 | $114,034 | $54,541+109.1% | $78,778+44.8% | $70,131+62.6% |
| Participation rate | 63.0% | 60.8%+2.2pp | 69.2%-6.2pp | 69.5%-6.6pp |
| Annual return | 12.05% | 21.07%-9.0pp | 35.62%-23.6pp | 73.14%-61.1pp |
| Employer contribution / active EE | $661 | $1,089-39.3% | $1,986-66.7% | $2,342-71.8% |
| Participant deferral / active EE | $2,643 | $2,210+19.6% | $2,958-10.7% | $3,332-20.7% |
| Admin fee / account holder | $22,315 | $3,709+501.7% | $5,134+334.7% | $4,645+380.4% |