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 | $125,761 | $94,625+32.9% | $116,228+8.2% | $84,808+48.3% |
| Participation rate | 48.0% | 70.4%-22.4pp | 74.6%-26.6pp | 68.3%-20.3pp |
| Annual return | 9.97% | 20.40%-10.4pp | 90.06%-80.1pp | 40.90%-30.9pp |
| Employer contribution / active EE | $1,763 | $2,347-24.9% | $2,994-41.1% | $2,631-33.0% |
| Participant deferral / active EE | $4,701 | $3,972+18.4% | $4,953-5.1% | $4,212+11.6% |
| Admin fee / account holder | $36,067 | $10,091+257.4% | $11,989+200.8% | $7,344+391.1% |