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 | $97,260 | $73,933+31.6% | $96,683+0.6% | $75,163+29.4% |
| Participation rate | 46.5% | 66.4%-19.9pp | 74.3%-27.8pp | 67.2%-20.7pp |
| Annual return | -5.52% | 26.70%-32.2pp | 35.69%-41.2pp | 160.62%-166.1pp |
| Employer contribution / active EE | $1,609 | $2,928-45.1% | $3,737-56.9% | $2,670-39.7% |
| Participant deferral / active EE | $2,859 | $3,659-21.9% | $4,878-41.4% | $4,125-30.7% |
| Admin fee / account holder | $11,813 | $5,216+126.5% | $6,730+75.5% | $5,651+109.1% |