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 | $105,207 | $72,177+45.8% | $115,037-8.5% | $59,632+76.4% |
| Participation rate | 27.9% | 72.6%-44.6pp | 81.4%-53.4pp | 68.7%-40.7pp |
| Annual return | -5.04% | 12.02%-17.1pp | 26.14%-31.2pp | 2041.28%-2046.3pp |
| Employer contribution / active EE | $1,093 | $2,841-61.5% | $4,608-76.3% | $2,203-50.4% |
| Participant deferral / active EE | $2,925 | $4,783-38.8% | $6,026-51.5% | $3,192-8.4% |
| Admin fee / account holder | $18,261 | $4,927+270.6% | $8,175+123.4% | $4,297+325.0% |