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 | $56,222 | $20,316+176.7% | $66,042-14.9% | $74,304-24.3% |
| Participation rate | 50.0% | 62.8%-12.8pp | 67.5%-17.5pp | 60.3%-10.3pp |
| Annual return | 12.78% | 28.10%-15.3pp | 52.11%-39.3pp | 29.43%-16.7pp |
| Employer contribution / active EE | $2,728 | $745+266.3% | $1,579+72.7% | $2,241+21.7% |
| Participant deferral / active EE | $5,311 | $1,615+228.8% | $2,835+87.3% | $3,767+41.0% |
| Admin fee / account holder | $13,026 | $1,668+680.8% | $5,747+126.7% | $2,969+338.8% |