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 | $95,144 | $56,629+68.0% | $77,999+22.0% | $55,167+72.5% |
| Participation rate | 55.8% | 73.3%-17.5pp | 75.5%-19.7pp | 69.0%-13.2pp |
| Annual return | 5.16% | 2866.98%-2861.8pp | 425.96%-420.8pp | 169.23%-164.1pp |
| Employer contribution / active EE | $1,155 | $1,723-33.0% | $2,470-53.2% | $1,963-41.2% |
| Participant deferral / active EE | $2,568 | $2,777-7.5% | $3,497-26.6% | $3,054-15.9% |
| Admin fee / account holder | $6,406 | $467+1273.2% | $5,480+16.9% | $504+1171.3% |