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 | $115,941 | $54,705+111.9% | $71,209+62.8% | $84,808+36.7% |
| Participation rate | 47.5% | 64.1%-16.6pp | 73.8%-26.3pp | 68.3%-20.8pp |
| Annual return | 9.73% | 35.90%-26.2pp | 282.51%-272.8pp | 40.90%-31.2pp |
| Employer contribution / active EE | $457 | $2,158-78.8% | $2,721-83.2% | $2,631-82.6% |
| Participant deferral / active EE | $2,384 | $3,030-21.3% | $4,175-42.9% | $4,212-43.4% |
| Admin fee / account holder | $16,463 | $4,863+238.5% | $5,349+207.8% | $7,344+124.2% |