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 | $90,367 | $54,701+65.2% | $86,188+4.8% | $71,457+26.5% |
| Participation rate | 19.8% | 60.1%-40.3pp | 69.0%-49.2pp | 67.9%-48.1pp |
| Annual return | 12.66% | 20.06%-7.4pp | 1168.45%-1155.8pp | 28.85%-16.2pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,011 | $3,108-35.3% | $3,985-49.5% | $4,289-53.1% |
| Admin fee / account holder | $5,629 | $1,922+192.9% | $6,852-17.8% | $1,587+254.6% |