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 | $101,166 | $109,881-7.9% | $150,045-32.6% | $84,808+19.3% |
| Participation rate | 34.5% | 76.1%-41.6pp | 82.3%-47.8pp | 68.3%-33.8pp |
| Annual return | 7.61% | 28.25%-20.6pp | 62.55%-54.9pp | 40.90%-33.3pp |
| Employer contribution / active EE | $1,454 | $3,561-59.2% | $4,693-69.0% | $2,631-44.7% |
| Participant deferral / active EE | $2,791 | $6,636-57.9% | $7,997-65.1% | $4,212-33.7% |
| Admin fee / account holder | $66,939 | $8,568+681.3% | $13,435+398.2% | $7,344+811.5% |