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 | $64,170 | $53,516+19.9% | $126,539-49.3% | $84,808-24.3% |
| Participation rate | 47.9% | 58.2%-10.3pp | 69.8%-21.9pp | 68.3%-20.4pp |
| Annual return | 4.78% | 58.34%-53.6pp | 425.95%-421.2pp | 40.90%-36.1pp |
| Employer contribution / active EE | $1,301 | $1,535-15.3% | $3,674-64.6% | $2,631-50.6% |
| Participant deferral / active EE | $3,387 | $2,671+26.8% | $4,083-17.0% | $4,212-19.6% |
| Admin fee / account holder | $8,273 | $4,497+84.0% | $6,065+36.4% | $7,344+12.7% |