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 | $97,399 | $58,523+66.4% | $99,443-2.1% | $72,985+33.5% |
| Participation rate | 58.8% | 64.6%-5.8pp | 73.8%-15.0pp | 69.5%-10.7pp |
| Annual return | 10.96% | 28.51%-17.5pp | 30.72%-19.8pp | 81.00%-70.0pp |
| Employer contribution / active EE | $1,297 | $1,512-14.2% | $2,540-48.9% | $2,440-46.9% |
| Participant deferral / active EE | $2,814 | $2,606+8.0% | $3,619-22.2% | $3,607-22.0% |
| Admin fee / account holder | $16,870 | $4,102+311.3% | $6,250+169.9% | $5,124+229.2% |