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 | $77,413 | $58,828+31.6% | $77,999-0.8% | $62,891+23.1% |
| Participation rate | 59.6% | 71.1%-11.5pp | 75.5%-15.9pp | 69.3%-9.7pp |
| Annual return | 2.74% | 17.16%-14.4pp | 425.96%-423.2pp | 20.14%-17.4pp |
| Employer contribution / active EE | $631 | $1,672-62.3% | $2,470-74.5% | $2,281-72.3% |
| Participant deferral / active EE | $3,278 | $2,686+22.1% | $3,497-6.2% | $3,203+2.4% |
| Admin fee / account holder | $13,337 | $4,393+203.6% | $5,480+143.4% | $4,296+210.5% |