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 | $89,492 | $88,083+1.6% | $164,813-45.7% | $74,495+20.1% |
| Participation rate | 36.4% | 73.0%-36.6pp | 78.6%-42.2pp | 67.2%-30.8pp |
| Annual return | 8.47% | 17.26%-8.8pp | 69.93%-61.5pp | 1364.94%-1356.5pp |
| Employer contribution / active EE | $1,147 | $2,593-55.8% | $4,341-73.6% | $2,623-56.3% |
| Participant deferral / active EE | $2,228 | $4,498-50.5% | $6,031-63.1% | $4,346-48.7% |
| Admin fee / account holder | $3,269 | $2,234+46.3% | $12,690-74.2% | $1,942+68.3% |