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 | $123,272 | $83,902+46.9% | $167,512-26.4% | $84,808+45.4% |
| Participation rate | 58.5% | 66.5%-7.9pp | 77.1%-18.5pp | 68.3%-9.8pp |
| Annual return | 12.22% | 91.55%-79.3pp | 1615.79%-1603.6pp | 40.90%-28.7pp |
| Employer contribution / active EE | $625 | $2,264-72.4% | $3,882-83.9% | $2,631-76.2% |
| Participant deferral / active EE | $3,224 | $4,442-27.4% | $6,405-49.7% | $4,212-23.5% |
| Admin fee / account holder | $14,493 | $7,915+83.1% | $9,769+48.4% | $7,344+97.3% |