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 | $69,535 | $51,175+35.9% | $70,515-1.4% | $75,163-7.5% |
| Participation rate | 44.1% | 60.9%-16.9pp | 68.3%-24.3pp | 67.2%-23.1pp |
| Annual return | 11.79% | 30.02%-18.2pp | 32.77%-21.0pp | 160.62%-148.8pp |
| Employer contribution / active EE | $1,258 | $1,826-31.1% | $2,973-57.7% | $2,670-52.9% |
| Participant deferral / active EE | $3,798 | $2,849+33.3% | $4,567-16.8% | $4,125-7.9% |
| Admin fee / account holder | $20,935 | $4,091+411.8% | $6,412+226.5% | $5,651+270.5% |