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 | $93,510 | $66,124+41.4% | $90,404+3.4% | $73,488+27.2% |
| Participation rate | 62.0% | 69.7%-7.7pp | 72.7%-10.7pp | 70.7%-8.7pp |
| Annual return | 1.58% | 17.65%-16.1pp | 1293.02%-1291.4pp | 28.51%-26.9pp |
| Employer contribution / active EE | $1,503 | $2,346-35.9% | $3,262-53.9% | $2,270-33.8% |
| Participant deferral / active EE | $3,465 | $3,039+14.0% | $3,963-12.6% | $3,740-7.3% |
| Admin fee / account holder | $4,527 | $396+1042.6% | $5,611-19.3% | $513+782.3% |