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 | $88,921 | $55,472+60.3% | $155,567-42.8% | $74,546+19.3% |
| Participation rate | 43.6% | 61.9%-18.3pp | 78.2%-34.6pp | 67.2%-23.6pp |
| Annual return | 10.71% | 268.72%-258.0pp | 64.74%-54.0pp | 1366.03%-1355.3pp |
| Employer contribution / active EE | $919 | $2,269-59.5% | $4,674-80.3% | $2,624-65.0% |
| Participant deferral / active EE | $1,187 | $2,838-58.2% | $5,628-78.9% | $4,347-72.7% |
| Admin fee / account holder | $3,707 | $1,743+112.7% | $15,916-76.7% | $1,944+90.7% |