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 | $87,043 | $51,736+68.2% | $120,225-27.6% | $67,986+28.0% |
| Participation rate | 39.7% | 46.1%-6.4pp | 69.6%-29.9pp | 57.2%-17.5pp |
| Annual return | 12.34% | 31.98%-19.6pp | 439.23%-426.9pp | 31.67%-19.3pp |
| Employer contribution / active EE | $1,067 | $1,071-0.4% | $3,475-69.3% | $2,019-47.1% |
| Participant deferral / active EE | $1,956 | $2,206-11.3% | $3,999-51.1% | $3,358-41.8% |
| Admin fee / account holder | $374 | $4,159-91.0% | $5,696-93.4% | $3,203-88.3% |