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 | $162,802 | $94,338+72.6% | $100,534+61.9% | $142,382+14.3% |
| Participation rate | 45.5% | 81.7%-36.3pp | 80.6%-35.2pp | 80.1%-34.7pp |
| Annual return | 12.00% | 29.20%-17.2pp | 32.66%-20.7pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,810 | $4,237-57.3% | $4,346-58.4% | $4,299-57.9% |
| Participant deferral / active EE | $3,766 | $5,934-36.5% | $6,144-38.7% | $6,507-42.1% |
| Admin fee / account holder | $35,613 | $8,421+322.9% | $7,654+365.3% | $12,624+182.1% |