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 | $91,877 | $62,327+47.4% | $120,354-23.7% | $74,495+23.3% |
| Participation rate | 28.2% | 56.8%-28.6pp | 71.9%-43.7pp | 67.2%-39.0pp |
| Annual return | 8.15% | 18.61%-10.5pp | 107.15%-99.0pp | 1364.94%-1356.8pp |
| Employer contribution / active EE | $1,269 | $1,843-31.2% | $3,463-63.3% | $2,623-51.6% |
| Participant deferral / active EE | $2,399 | $2,893-17.1% | $4,991-51.9% | $4,346-44.8% |
| Admin fee / account holder | $5,638 | $2,396+135.3% | $9,423-40.2% | $1,942+190.4% |