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 | $103,155 | $67,894+51.9% | $89,340+15.5% | $82,448+25.1% |
| Participation rate | 61.1% | 64.0%-2.9pp | 69.6%-8.5pp | 68.1%-7.0pp |
| Annual return | 12.73% | 19.21%-6.5pp | 20.57%-7.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $991 | $1,828-45.8% | $2,231-55.6% | $2,551-61.2% |
| Participant deferral / active EE | $2,969 | $3,072-3.4% | $3,823-22.3% | $4,139-28.3% |
| Admin fee / account holder | $2,212 | $5,723-61.4% | $6,704-67.0% | $7,234-69.4% |