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 | $125,165 | $54,705+128.8% | $71,209+75.8% | $84,808+47.6% |
| Participation rate | 63.5% | 64.1%-0.5pp | 73.8%-10.2pp | 68.3%-4.8pp |
| Annual return | 10.77% | 35.90%-25.1pp | 282.51%-271.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,423 | $2,158-34.0% | $2,721-47.7% | $2,631-45.9% |
| Participant deferral / active EE | $2,960 | $3,030-2.3% | $4,175-29.1% | $4,212-29.7% |
| Admin fee / account holder | $23,412 | $4,863+381.4% | $5,349+337.7% | $7,344+218.8% |