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 | $102,414 | $54,701+87.2% | $86,188+18.8% | $71,457+43.3% |
| Participation rate | 43.6% | 60.1%-16.5pp | 69.0%-25.4pp | 67.9%-24.4pp |
| Annual return | 12.51% | 20.06%-7.5pp | 1168.45%-1155.9pp | 28.85%-16.3pp |
| Employer contribution / active EE | $985 | $1,265-22.2% | $2,380-58.6% | $2,588-61.9% |
| Participant deferral / active EE | $4,261 | $3,108+37.1% | $3,985+6.9% | $4,289-0.6% |
| Admin fee / account holder | $14,096 | $1,922+633.6% | $6,852+105.7% | $1,587+788.0% |