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 | $119,120 | $65,041+83.1% | $90,951+31.0% | $79,858+49.2% |
| Participation rate | 28.6% | 61.6%-33.0pp | 69.0%-40.4pp | 69.6%-41.1pp |
| Annual return | 9.08% | 30.45%-21.4pp | 134.60%-125.5pp | 31.71%-22.6pp |
| Employer contribution / active EE | $861 | $1,247-31.0% | $2,122-59.4% | $2,471-65.2% |
| Participant deferral / active EE | $2,072 | $2,512-17.5% | $3,373-38.6% | $3,740-44.6% |
| Admin fee / account holder | $3,143 | $4,536-30.7% | $5,959-47.3% | $5,306-40.8% |