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 | $87,460 | $111,724-21.7% | $93,606-6.6% | $145,922-40.1% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.1pp |
| Annual return | 5.71% | 202.98%-197.3pp | 133.20%-127.5pp | 561.29%-555.6pp |
| Employer contribution / active EE | $1,249 | $3,090-59.6% | $2,420-48.4% | $4,660-73.2% |
| Participant deferral / active EE | $2,318 | $4,912-52.8% | $4,411-47.5% | $6,688-65.3% |
| Admin fee / account holder | $11,649 | $10,250+13.7% | $8,285+40.6% | $13,397-13.0% |