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 | $99,369 | $60,124+65.3% | $90,404+9.9% | $79,858+24.4% |
| Participation rate | 56.7% | 65.0%-8.3pp | 72.7%-16.0pp | 69.6%-13.0pp |
| Annual return | 7.37% | 71.94%-64.6pp | 1293.02%-1285.6pp | 31.71%-24.3pp |
| Employer contribution / active EE | $1,473 | $2,068-28.8% | $3,262-54.9% | $2,471-40.4% |
| Participant deferral / active EE | $2,419 | $2,938-17.7% | $3,963-39.0% | $3,740-35.3% |
| Admin fee / account holder | $16,251 | $3,976+308.7% | $5,611+189.6% | $5,306+206.3% |