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 | $113,591 | $48,795+132.8% | $65,493+73.4% | $84,808+33.9% |
| Participation rate | 48.6% | 67.0%-18.4pp | 73.1%-24.5pp | 68.3%-19.7pp |
| Annual return | 11.31% | 20.20%-8.9pp | 982.45%-971.1pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,794 | $1,930-7.0% | $2,574-30.3% | $2,631-31.8% |
| Participant deferral / active EE | $4,858 | $2,928+65.9% | $3,961+22.6% | $4,212+15.3% |
| Admin fee / account holder | $36,321 | $3,877+836.8% | $5,028+622.3% | $7,344+394.6% |