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 | $94,736 | $56,053+69.0% | $75,972+24.7% | $80,856+17.2% |
| Participation rate | 59.3% | 62.0%-2.8pp | 69.1%-9.8pp | 67.6%-8.4pp |
| Annual return | 9.73% | 20.53%-10.8pp | 359.55%-349.8pp | 35.59%-25.9pp |
| Employer contribution / active EE | $578 | $1,874-69.2% | $2,685-78.5% | $2,755-79.0% |
| Participant deferral / active EE | $2,951 | $3,052-3.3% | $4,255-30.7% | $4,296-31.3% |
| Admin fee / account holder | $9,746 | $5,234+86.2% | $6,467+50.7% | $6,918+40.9% |