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 | $110,125 | $68,719+60.3% | $91,541+20.3% | $84,808+29.9% |
| Participation rate | 42.4% | 64.5%-22.1pp | 69.8%-27.4pp | 68.3%-25.9pp |
| Annual return | 4.80% | 19.12%-14.3pp | 20.50%-15.7pp | 40.90%-36.1pp |
| Employer contribution / active EE | $1,136 | $1,920-40.8% | $2,505-54.6% | $2,631-56.8% |
| Participant deferral / active EE | $2,840 | $3,136-9.4% | $4,008-29.1% | $4,212-32.6% |
| Admin fee / account holder | $8,937 | $5,786+54.4% | $6,956+28.5% | $7,344+21.7% |