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 | $86,044 | $73,933+16.4% | $96,683-11.0% | $75,163+14.5% |
| Participation rate | 44.1% | 66.4%-22.3pp | 74.3%-30.2pp | 67.2%-23.1pp |
| Annual return | 10.96% | 26.70%-15.7pp | 35.69%-24.7pp | 160.62%-149.7pp |
| Employer contribution / active EE | $1,053 | $2,928-64.0% | $3,737-71.8% | $2,670-60.6% |
| Participant deferral / active EE | $2,556 | $3,659-30.1% | $4,878-47.6% | $4,125-38.0% |
| Admin fee / account holder | $39,163 | $5,216+650.8% | $6,730+482.0% | $5,651+593.0% |