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 | $83,199 | $58,851+41.4% | $115,157-27.8% | $72,985+14.0% |
| Participation rate | 40.0% | 65.5%-25.5pp | 75.9%-35.9pp | 69.5%-29.5pp |
| Annual return | 14.91% | 23.16%-8.2pp | 35.60%-20.7pp | 81.00%-66.1pp |
| Employer contribution / active EE | $998 | $1,798-44.5% | $3,179-68.6% | $2,440-59.1% |
| Participant deferral / active EE | $1,493 | $2,643-43.5% | $4,168-64.2% | $3,607-58.6% |
| Admin fee / account holder | $7,164 | $6,370+12.5% | $7,088+1.1% | $5,124+39.8% |