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 | $59,458 | $46,553+27.7% | $64,056-7.2% | $75,163-20.9% |
| Participation rate | 46.4% | 65.9%-19.5pp | 72.3%-25.9pp | 67.2%-20.8pp |
| Annual return | 9.84% | 26.03%-16.2pp | 33.69%-23.8pp | 160.62%-150.8pp |
| Employer contribution / active EE | $1,111 | $1,974-43.7% | $2,747-59.5% | $2,670-58.4% |
| Participant deferral / active EE | $2,868 | $2,837+1.1% | $3,880-26.1% | $4,125-30.5% |
| Admin fee / account holder | $13,851 | $2,952+369.2% | $3,068+351.5% | $5,651+145.1% |