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 | $125,405 | $99,985+25.4% | $146,665-14.5% | $85,850+46.1% |
| Participation rate | 64.5% | 73.1%-8.5pp | 80.1%-15.6pp | 69.3%-4.8pp |
| Annual return | 10.58% | 18.93%-8.4pp | 22.74%-12.2pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,236 | $2,559-51.7% | $4,136-70.1% | $2,565-51.8% |
| Participant deferral / active EE | $2,484 | $4,006-38.0% | $5,506-54.9% | $3,952-37.1% |
| Admin fee / account holder | $65,636 | $7,702+752.2% | $10,280+538.5% | $6,260+948.5% |