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 | $90,526 | $51,604+75.4% | $129,295-30.0% | $80,874+11.9% |
| Participation rate | 62.5% | 57.0%+5.5pp | 69.6%-7.1pp | 67.6%-5.1pp |
| Annual return | 8.67% | 20.76%-12.1pp | 9429.28%-9420.6pp | 35.62%-27.0pp |
| Employer contribution / active EE | $1,792 | $1,585+13.1% | $4,157-56.9% | $2,756-35.0% |
| Participant deferral / active EE | $4,239 | $2,670+58.7% | $4,169+1.7% | $4,297-1.4% |
| Admin fee / account holder | $26,602 | $4,310+517.3% | $7,665+247.0% | $6,935+283.6% |