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 | $106,967 | $80,724+32.5% | $103,333+3.5% | $74,495+43.6% |
| Participation rate | 27.9% | 65.7%-37.8pp | 74.5%-46.6pp | 67.2%-39.3pp |
| Annual return | 10.70% | 27.56%-16.9pp | 24.88%-14.2pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $941 | $3,157-70.2% | $3,868-75.7% | $2,623-64.1% |
| Participant deferral / active EE | $1,676 | $3,860-56.6% | $5,057-66.9% | $4,346-61.4% |
| Admin fee / account holder | $10,974 | $2,368+363.4% | $8,355+31.4% | $1,942+465.2% |