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 | $90,709 | $54,705+65.8% | $71,209+27.4% | $84,808+7.0% |
| Participation rate | 67.9% | 64.1%+3.8pp | 73.8%-5.9pp | 68.3%-0.5pp |
| Annual return | 10.23% | 35.90%-25.7pp | 282.51%-272.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $1,320 | $2,158-38.8% | $2,721-51.5% | $2,631-49.8% |
| Participant deferral / active EE | $4,441 | $3,030+46.6% | $4,175+6.4% | $4,212+5.5% |
| Admin fee / account holder | $36,695 | $4,863+654.5% | $5,349+586.0% | $7,344+399.7% |