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 | $95,274 | $58,927+61.7% | $76,817+24.0% | $72,985+30.5% |
| Participation rate | 61.4% | 67.3%-5.9pp | 72.1%-10.7pp | 69.5%-8.1pp |
| Annual return | 1.50% | 2305.64%-2304.1pp | 1166.11%-1164.6pp | 81.00%-79.5pp |
| Employer contribution / active EE | $5,972 | $1,787+234.2% | $2,302+159.4% | $2,440+144.8% |
| Participant deferral / active EE | $1,071 | $2,690-60.2% | $3,336-67.9% | $3,607-70.3% |
| Admin fee / account holder | $75,577 | $4,013+1783.4% | $6,420+1077.2% | $5,124+1374.9% |