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 | $91,078 | $29,660+207.1% | $56,411+61.5% | $80,856+12.6% |
| Participation rate | 28.3% | 41.6%-13.3pp | 52.5%-24.2pp | 67.6%-39.3pp |
| Annual return | 8.53% | 35.23%-26.7pp | 1701.33%-1692.8pp | 35.59%-27.1pp |
| Employer contribution / active EE | $1,312 | $669+96.1% | $1,039+26.4% | $2,755-52.4% |
| Participant deferral / active EE | $3,583 | $1,226+192.2% | $1,952+83.6% | $4,296-16.6% |
| Admin fee / account holder | $1,219 | $2,428-49.8% | $2,829-56.9% | $6,918-82.4% |