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 | $125,931 | $70,428+78.8% | $96,562+30.4% | $85,850+46.7% |
| Participation rate | 35.2% | 61.8%-26.6pp | 69.8%-34.6pp | 69.3%-34.1pp |
| Annual return | 10.72% | 18.59%-7.9pp | 37.78%-27.1pp | 318.53%-307.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,910 | $2,894+0.6% | $3,849-24.4% | $3,952-26.4% |
| Admin fee / account holder | $35,113 | $4,997+602.7% | $6,181+468.1% | $6,260+460.9% |