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 | $87,958 | $22,587+289.4% | $65,255+34.8% | $75,163+17.0% |
| Participation rate | 55.2% | 63.1%-7.9pp | 65.0%-9.8pp | 67.2%-12.0pp |
| Annual return | 12.60% | 71.03%-58.4pp | 47.35%-34.8pp | 160.62%-148.0pp |
| Employer contribution / active EE | $1,212 | $941+28.9% | $1,691-28.3% | $2,670-54.6% |
| Participant deferral / active EE | $3,142 | $1,695+85.3% | $2,831+11.0% | $4,125-23.8% |
| Admin fee / account holder | $10,518 | $1,876+460.8% | $4,112+155.8% | $5,651+86.1% |