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 | $103,175 | $65,365+57.8% | $92,893+11.1% | $72,985+41.4% |
| Participation rate | 66.2% | 68.3%-2.1pp | 76.0%-9.8pp | 69.5%-3.3pp |
| Annual return | 4.04% | 42.10%-38.1pp | 109.41%-105.4pp | 81.00%-77.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,150 | $3,128-31.3% | $4,236-49.3% | $3,607-40.4% |
| Admin fee / account holder | $13,493 | $4,251+217.4% | $5,794+132.9% | $5,124+163.3% |