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 | $92,496 | $88,083+5.0% | $164,813-43.9% | $74,495+24.2% |
| Participation rate | 53.4% | 73.0%-19.6pp | 78.6%-25.2pp | 67.2%-13.8pp |
| Annual return | 10.34% | 17.26%-6.9pp | 69.93%-59.6pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $1,264 | $2,593-51.2% | $4,341-70.9% | $2,623-51.8% |
| Participant deferral / active EE | $6,220 | $4,498+38.3% | $6,031+3.1% | $4,346+43.1% |
| Admin fee / account holder | $16,185 | $2,234+624.6% | $12,690+27.5% | $1,942+733.5% |