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 8-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 | $86,712 | $58,927+47.2% | $76,817+12.9% | $72,985+18.8% |
| Participation rate | 50.0% | 67.3%-17.3pp | 72.1%-22.1pp | 69.5%-19.5pp |
| Annual return | 7.57% | 2305.64%-2298.1pp | 1166.11%-1158.5pp | 81.00%-73.4pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,467 | $2,690-8.3% | $3,336-26.1% | $3,607-31.6% |
| Admin fee / account holder | $25,118 | $4,013+526.0% | $6,420+291.3% | $5,124+390.2% |