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 | $89,639 | $49,915+79.6% | $154,803-42.1% | $74,304+20.6% |
| Participation rate | 41.2% | 54.0%-12.8pp | 78.1%-36.9pp | 60.3%-19.2pp |
| Annual return | 9.75% | 34.06%-24.3pp | 58.88%-49.1pp | 29.43%-19.7pp |
| Employer contribution / active EE | $980 | $1,611-39.2% | $4,305-77.2% | $2,241-56.3% |
| Participant deferral / active EE | $4,080 | $2,255+80.9% | $5,540-26.4% | $3,767+8.3% |
| Admin fee / account holder | $16,439 | $2,189+651.0% | $14,329+14.7% | $2,969+453.7% |