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 | $136,018 | $80,724+68.5% | $103,333+31.6% | $74,495+82.6% |
| Participation rate | 50.4% | 65.7%-15.3pp | 74.5%-24.1pp | 67.2%-16.8pp |
| Annual return | 9.05% | 27.56%-18.5pp | 24.88%-15.8pp | 1364.94%-1355.9pp |
| Employer contribution / active EE | $1,656 | $3,157-47.5% | $3,868-57.2% | $2,623-36.9% |
| Participant deferral / active EE | $6,897 | $3,860+78.7% | $5,057+36.4% | $4,346+58.7% |
| Admin fee / account holder | $35,657 | $2,368+1405.8% | $8,355+326.8% | $1,942+1736.4% |