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 | $104,535 | $58,523+78.6% | $99,443+5.1% | $72,985+43.2% |
| Participation rate | 59.3% | 64.6%-5.4pp | 73.8%-14.6pp | 69.5%-10.2pp |
| Annual return | 3.03% | 28.51%-25.5pp | 30.72%-27.7pp | 81.00%-78.0pp |
| Employer contribution / active EE | $1,338 | $1,512-11.5% | $2,540-47.3% | $2,440-45.2% |
| Participant deferral / active EE | $3,289 | $2,606+26.2% | $3,619-9.1% | $3,607-8.8% |
| Admin fee / account holder | $14,315 | $4,102+249.0% | $6,250+129.0% | $5,124+179.4% |