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 | $89,436 | $60,349+48.2% | $74,183+20.6% | $62,891+42.2% |
| Participation rate | 23.3% | 72.7%-49.4pp | 76.6%-53.3pp | 69.3%-46.0pp |
| Annual return | 2.52% | 21.37%-18.9pp | 17.74%-15.2pp | 20.14%-17.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,705 | $2,856+29.7% | $3,550+4.4% | $3,203+15.7% |
| Admin fee / account holder | $15,466 | $4,261+262.9% | $5,586+176.9% | $4,296+260.0% |