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 | $91,330 | $48,795+87.2% | $65,493+39.4% | $84,808+7.7% |
| Participation rate | 55.1% | 67.0%-11.9pp | 73.1%-18.0pp | 68.3%-13.2pp |
| Annual return | 10.31% | 20.20%-9.9pp | 982.45%-972.1pp | 40.90%-30.6pp |
| Employer contribution / active EE | $2,225 | $1,930+15.3% | $2,574-13.6% | $2,631-15.4% |
| Participant deferral / active EE | $5,838 | $2,928+99.4% | $3,961+47.4% | $4,212+38.6% |
| Admin fee / account holder | $15,577 | $3,877+301.8% | $5,028+209.8% | $7,344+112.1% |