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 | $103,822 | $72,012+44.2% | $185,823-44.1% | $79,858+30.0% |
| Participation rate | 46.9% | 65.8%-18.9pp | 78.0%-31.2pp | 69.6%-22.8pp |
| Annual return | 11.09% | 23.12%-12.0pp | 35.95%-24.9pp | 31.71%-20.6pp |
| Employer contribution / active EE | $748 | $1,965-61.9% | $4,087-81.7% | $2,471-69.7% |
| Participant deferral / active EE | $3,130 | $3,779-17.2% | $5,632-44.4% | $3,740-16.3% |
| Admin fee / account holder | $22,557 | $4,513+399.9% | $9,500+137.4% | $5,306+325.1% |