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 | $150,235 | $69,515+116.1% | $86,874+72.9% | $85,850+75.0% |
| Participation rate | 51.4% | 66.3%-14.9pp | 71.6%-20.2pp | 69.3%-17.9pp |
| Annual return | 10.80% | 20.12%-9.3pp | 63.52%-52.7pp | 318.53%-307.7pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,801 | $2,919+30.2% | $3,699+2.8% | $3,952-3.8% |
| Admin fee / account holder | $11,890 | $5,972+99.1% | $5,828+104.0% | $6,260+89.9% |