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 | $84,167 | $91,190-7.7% | $178,490-52.8% | $79,858+5.4% |
| Participation rate | 30.3% | 69.2%-38.9pp | 81.9%-51.6pp | 69.6%-39.3pp |
| Annual return | 3.51% | 24.19%-20.7pp | 151.07%-147.6pp | 31.71%-28.2pp |
| Employer contribution / active EE | $374 | $3,256-88.5% | $5,011-92.5% | $2,471-84.9% |
| Participant deferral / active EE | $1,954 | $3,236-39.6% | $5,202-62.4% | $3,740-47.7% |
| Admin fee / account holder | $24,751 | $6,751+266.6% | $13,984+77.0% | $5,306+366.5% |