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 | $67,584 | $51,638+30.9% | $68,368-1.1% | $82,448-18.0% |
| Participation rate | 30.3% | 63.6%-33.3pp | 73.8%-43.4pp | 68.1%-37.8pp |
| Annual return | 10.19% | 37.53%-27.3pp | 292.57%-282.4pp | 41.64%-31.4pp |
| Employer contribution / active EE | $276 | $2,047-86.5% | $2,649-89.6% | $2,551-89.2% |
| Participant deferral / active EE | $1,073 | $2,914-63.2% | $4,123-74.0% | $4,139-74.1% |
| Admin fee / account holder | $13,644 | $4,643+193.8% | $5,150+164.9% | $7,234+88.6% |