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 | $87,226 | $78,976+10.4% | $100,383-13.1% | $74,546+17.0% |
| Participation rate | 56.4% | 79.5%-23.1pp | 81.5%-25.1pp | 67.2%-10.8pp |
| Annual return | 13.42% | 20.62%-7.2pp | 49.26%-35.8pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $2,221 | $3,019-26.4% | $3,944-43.7% | $2,624-15.4% |
| Participant deferral / active EE | $4,258 | $7,758-45.1% | $8,086-47.3% | $4,347-2.1% |
| Admin fee / account holder | $13,594 | $1,330+922.2% | $7,900+72.1% | $1,944+599.4% |