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 | $133,519 | $81,460+63.9% | $103,333+29.2% | $80,856+65.1% |
| Participation rate | 26.2% | 66.8%-40.7pp | 74.5%-48.4pp | 67.6%-41.5pp |
| Annual return | 9.24% | 25.55%-16.3pp | 24.88%-15.6pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,205 | $3,105-61.2% | $3,868-68.8% | $2,755-56.2% |
| Participant deferral / active EE | $2,678 | $3,869-30.8% | $5,057-47.0% | $4,296-37.7% |
| Admin fee / account holder | $21,192 | $6,566+222.7% | $8,355+153.7% | $6,918+206.3% |