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 | $83,255 | $72,012+15.6% | $185,823-55.2% | $79,858+4.3% |
| Participation rate | 54.4% | 65.8%-11.4pp | 78.0%-23.6pp | 69.6%-15.2pp |
| Annual return | 10.88% | 23.12%-12.2pp | 35.95%-25.1pp | 31.71%-20.8pp |
| Employer contribution / active EE | $712 | $1,965-63.7% | $4,087-82.6% | $2,471-71.2% |
| Participant deferral / active EE | $3,321 | $3,779-12.1% | $5,632-41.0% | $3,740-11.2% |
| Admin fee / account holder | $12,461 | $4,513+176.1% | $9,500+31.2% | $5,306+134.8% |