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 | $109,473 | $61,774+77.2% | $97,226+12.6% | $80,856+35.4% |
| Participation rate | 51.0% | 63.5%-12.5pp | 72.7%-21.7pp | 67.6%-16.6pp |
| Annual return | 9.87% | -557.90%+567.8pp | 75.13%-65.3pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,113 | $1,837-39.4% | $2,729-59.2% | $2,755-59.6% |
| Participant deferral / active EE | $5,017 | $3,029+65.6% | $4,264+17.7% | $4,296+16.8% |
| Admin fee / account holder | $366 | $5,166-92.9% | $5,654-93.5% | $6,918-94.7% |