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 | $81,933 | $54,701+49.8% | $86,188-4.9% | $71,457+14.7% |
| Participation rate | 31.1% | 60.1%-29.0pp | 69.0%-37.8pp | 67.9%-36.8pp |
| Annual return | 13.79% | 20.06%-6.3pp | 1168.45%-1154.7pp | 28.85%-15.1pp |
| Employer contribution / active EE | $305 | $1,265-75.9% | $2,380-87.2% | $2,588-88.2% |
| Participant deferral / active EE | $2,525 | $3,108-18.8% | $3,985-36.6% | $4,289-41.1% |
| Admin fee / account holder | $23,978 | $1,922+1147.8% | $6,852+250.0% | $1,587+1410.6% |