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 | $98,395 | $71,050+38.5% | $93,606+5.1% | $80,856+21.7% |
| Participation rate | 56.5% | 60.4%-3.9pp | 68.7%-12.3pp | 67.6%-11.2pp |
| Annual return | 8.61% | 11.26%-2.7pp | 133.20%-124.6pp | 35.59%-27.0pp |
| Employer contribution / active EE | $1,120 | $1,564-28.3% | $2,420-53.7% | $2,755-59.3% |
| Participant deferral / active EE | $3,241 | $4,034-19.7% | $4,411-26.5% | $4,296-24.6% |
| Admin fee / account holder | $33,525 | $6,945+382.7% | $8,285+304.6% | $6,918+384.6% |