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 | $83,456 | $61,605+35.5% | $112,229-25.6% | $75,163+11.0% |
| Participation rate | 44.1% | 61.7%-17.6pp | 72.4%-28.3pp | 67.2%-23.1pp |
| Annual return | 9.10% | 28.47%-19.4pp | 30.20%-21.1pp | 160.62%-151.5pp |
| Employer contribution / active EE | $1,527 | $2,015-24.2% | $3,430-55.5% | $2,670-42.8% |
| Participant deferral / active EE | $2,171 | $3,108-30.1% | $4,798-54.7% | $4,125-47.4% |
| Admin fee / account holder | $7,196 | $4,862+48.0% | $7,748-7.1% | $5,651+27.3% |