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 | $87,175 | $65,365+33.4% | $92,893-6.2% | $72,985+19.4% |
| Participation rate | 51.9% | 68.3%-16.5pp | 76.0%-24.2pp | 69.5%-17.6pp |
| Annual return | 16.14% | 42.10%-26.0pp | 109.41%-93.3pp | 81.00%-64.9pp |
| Employer contribution / active EE | $1,413 | $2,594-45.5% | $3,653-61.3% | $2,440-42.1% |
| Participant deferral / active EE | $2,350 | $3,128-24.9% | $4,236-44.5% | $3,607-34.8% |
| Admin fee / account holder | $12,191 | $4,251+186.7% | $5,794+110.4% | $5,124+137.9% |