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 | $86,405 | $51,638+67.3% | $68,368+26.4% | $82,448+4.8% |
| Participation rate | 36.1% | 63.6%-27.5pp | 73.8%-37.6pp | 68.1%-32.0pp |
| Annual return | 13.26% | 37.53%-24.3pp | 292.57%-279.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $880 | $2,047-57.0% | $2,649-66.8% | $2,551-65.5% |
| Participant deferral / active EE | $2,792 | $2,914-4.2% | $4,123-32.3% | $4,139-32.6% |
| Admin fee / account holder | $33,602 | $4,643+623.6% | $5,150+552.5% | $7,234+364.5% |