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 | $60,435 | $49,915+21.1% | $154,803-61.0% | $74,304-18.7% |
| Participation rate | 47.0% | 54.0%-7.0pp | 78.1%-31.1pp | 60.3%-13.3pp |
| Annual return | 9.74% | 34.06%-24.3pp | 58.88%-49.1pp | 29.43%-19.7pp |
| Employer contribution / active EE | $3,040 | $1,611+88.7% | $4,305-29.4% | $2,241+35.6% |
| Participant deferral / active EE | $2,155 | $2,255-4.4% | $5,540-61.1% | $3,767-42.8% |
| Admin fee / account holder | $5,031 | $2,189+129.8% | $14,329-64.9% | $2,969+69.5% |