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 | $89,385 | $29,660+201.4% | $56,411+58.5% | $80,856+10.5% |
| Participation rate | 23.4% | 41.6%-18.2pp | 52.5%-29.1pp | 67.6%-44.2pp |
| Annual return | 8.03% | 35.23%-27.2pp | 1701.33%-1693.3pp | 35.59%-27.6pp |
| Employer contribution / active EE | $728 | $669+8.8% | $1,039-29.9% | $2,755-73.6% |
| Participant deferral / active EE | $1,237 | $1,226+0.9% | $1,952-36.6% | $4,296-71.2% |
| Admin fee / account holder | $67,224 | $2,428+2669.2% | $2,829+2276.4% | $6,918+871.7% |