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 | $91,602 | $98,240-6.8% | $82,313+11.3% | $147,584-37.9% |
| Participation rate | 53.3% | 79.7%-26.4pp | 76.9%-23.6pp | 82.8%-29.5pp |
| Annual return | 6.14% | 30.85%-24.7pp | 25.88%-19.7pp | 578.55%-572.4pp |
| Employer contribution / active EE | $619 | $3,192-80.6% | $2,428-74.5% | $4,876-87.3% |
| Participant deferral / active EE | $1,523 | $4,383-65.2% | $3,706-58.9% | $5,439-72.0% |
| Admin fee / account holder | $48,091 | $8,563+461.6% | $5,608+757.6% | $10,885+341.8% |