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 | $101,952 | $56,053+81.9% | $75,972+34.2% | $80,856+26.1% |
| Participation rate | 37.7% | 62.0%-24.3pp | 69.1%-31.3pp | 67.6%-29.9pp |
| Annual return | 6.94% | 20.53%-13.6pp | 359.55%-352.6pp | 35.59%-28.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,725 | $3,052-43.5% | $4,255-59.5% | $4,296-59.8% |
| Admin fee / account holder | $44,767 | $5,234+755.4% | $6,467+592.3% | $6,918+547.1% |