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 | $74,911 | $54,320+37.9% | $67,652+10.7% | $52,331+43.2% |
| Participation rate | 56.1% | 73.6%-17.5pp | 75.7%-19.6pp | 68.1%-12.0pp |
| Annual return | -5.25% | 6.81%-12.1pp | 6625.04%-6630.3pp | 4.54%-9.8pp |
| Employer contribution / active EE | $2,468 | $1,544+59.9% | $2,266+8.9% | $1,882+31.2% |
| Participant deferral / active EE | $2,890 | $2,950-2.0% | $3,560-18.8% | $3,022-4.4% |
| Admin fee / account holder | $3,888 | $527+638.4% | $4,821-19.3% | $592+557.3% |