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 | $73,535 | $48,570+51.4% | $130,648-43.7% | $72,985+0.8% |
| Participation rate | 48.3% | 58.6%-10.2pp | 71.7%-23.4pp | 69.5%-21.2pp |
| Annual return | 5.33% | 38.63%-33.3pp | 1708.96%-1703.6pp | 81.00%-75.7pp |
| Employer contribution / active EE | $1,525 | $1,334+14.3% | $4,092-62.7% | $2,440-37.5% |
| Participant deferral / active EE | $2,208 | $2,384-7.4% | $3,603-38.7% | $3,607-38.8% |
| Admin fee / account holder | $1,033 | $3,549-70.9% | $5,464-81.1% | $5,124-79.8% |