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 | $63,312 | $53,516+18.3% | $126,539-50.0% | $84,808-25.3% |
| Participation rate | 45.7% | 58.2%-12.5pp | 69.8%-24.1pp | 68.3%-22.6pp |
| Annual return | 9.69% | 58.34%-48.7pp | 425.95%-416.3pp | 40.90%-31.2pp |
| Employer contribution / active EE | $837 | $1,535-45.5% | $3,674-77.2% | $2,631-68.2% |
| Participant deferral / active EE | $3,409 | $2,671+27.6% | $4,083-16.5% | $4,212-19.1% |
| Admin fee / account holder | $16,134 | $4,497+258.8% | $6,065+166.0% | $7,344+119.7% |