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 | $79,871 | $61,272+30.4% | $149,673-46.6% | $71,457+11.8% |
| Participation rate | 31.9% | 62.5%-30.6pp | 78.8%-46.8pp | 67.9%-36.0pp |
| Annual return | 11.93% | 35.85%-23.9pp | 134.42%-122.5pp | 28.85%-16.9pp |
| Employer contribution / active EE | $556 | $2,378-76.6% | $4,818-88.5% | $2,588-78.5% |
| Participant deferral / active EE | $1,824 | $2,917-37.5% | $5,680-67.9% | $4,289-57.5% |
| Admin fee / account holder | $18,109 | $1,261+1335.7% | $13,210+37.1% | $1,587+1040.9% |