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 | $94,566 | $60,124+57.3% | $90,404+4.6% | $79,858+18.4% |
| Participation rate | 60.7% | 65.0%-4.3pp | 72.7%-12.0pp | 69.6%-8.9pp |
| Annual return | 1.67% | 71.94%-70.3pp | 1293.02%-1291.3pp | 31.71%-30.0pp |
| Employer contribution / active EE | $1,142 | $2,068-44.8% | $3,262-65.0% | $2,471-53.8% |
| Participant deferral / active EE | $2,086 | $2,938-29.0% | $3,963-47.4% | $3,740-44.2% |
| Admin fee / account holder | $824 | $3,976-79.3% | $5,611-85.3% | $5,306-84.5% |