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 | $90,358 | $51,576+75.2% | $129,207-30.1% | $80,856+11.8% |
| Participation rate | 51.1% | 57.0%-5.8pp | 69.6%-18.5pp | 67.6%-16.5pp |
| Annual return | 7.39% | 20.81%-13.4pp | 9417.33%-9409.9pp | 35.59%-28.2pp |
| Employer contribution / active EE | $3,030 | $1,584+91.3% | $4,153-27.0% | $2,755+10.0% |
| Participant deferral / active EE | $2,371 | $2,669-11.1% | $4,168-43.1% | $4,296-44.8% |
| Admin fee / account holder | $78,719 | $4,305+1728.5% | $7,715+920.4% | $6,918+1037.9% |