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 | $90,409 | $74,927+20.7% | $101,794-11.2% | $84,808+6.6% |
| Participation rate | 39.2% | 61.4%-22.2pp | 69.2%-29.9pp | 68.3%-29.1pp |
| Annual return | 12.52% | 18.70%-6.2pp | 30.53%-18.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $345 | $1,522-77.3% | $2,289-84.9% | $2,631-86.9% |
| Participant deferral / active EE | $2,178 | $3,099-29.7% | $4,084-46.7% | $4,212-48.3% |
| Admin fee / account holder | $30,136 | $6,514+362.6% | $8,777+243.3% | $7,344+310.4% |