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 | $84,017 | $56,053+49.9% | $75,972+10.6% | $80,856+3.9% |
| Participation rate | 21.1% | 62.0%-41.0pp | 69.1%-48.0pp | 67.6%-46.6pp |
| Annual return | 7.79% | 20.53%-12.7pp | 359.55%-351.8pp | 35.59%-27.8pp |
| Employer contribution / active EE | $558 | $1,874-70.2% | $2,685-79.2% | $2,755-79.7% |
| Participant deferral / active EE | $2,224 | $3,052-27.1% | $4,255-47.7% | $4,296-48.2% |
| Admin fee / account holder | $7,083 | $5,234+35.3% | $6,467+9.5% | $6,918+2.4% |