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 | $100,964 | $30,588+230.1% | $53,898+87.3% | $85,563+18.0% |
| Participation rate | 17.5% | 26.3%-8.9pp | 55.0%-37.5pp | 66.0%-48.5pp |
| Annual return | 12.28% | 50.42%-38.1pp | 528.60%-516.3pp | 31.51%-19.2pp |
| Employer contribution / active EE | $441 | $436+1.2% | $932-52.6% | $2,654-83.4% |
| Participant deferral / active EE | $863 | $848+1.8% | $1,826-52.7% | $4,375-80.3% |
| Admin fee / account holder | $7,704 | $1,879+310.0% | $2,491+209.3% | $834+823.5% |