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 | $112,150 | $49,025+128.8% | $87,507+28.2% | $62,891+78.3% |
| Participation rate | 50.0% | 64.9%-14.9pp | 73.8%-23.8pp | 69.3%-19.3pp |
| Annual return | 3.92% | 10.02%-6.1pp | 12.21%-8.3pp | 20.14%-16.2pp |
| Employer contribution / active EE | $1,089 | $1,372-20.6% | $2,550-57.3% | $2,281-52.3% |
| Participant deferral / active EE | $1,874 | $2,289-18.2% | $3,149-40.5% | $3,203-41.5% |
| Admin fee / account holder | $7,003 | $4,065+72.3% | $4,221+65.9% | $4,296+63.0% |