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 | $110,433 | $83,902+31.6% | $167,512-34.1% | $84,808+30.2% |
| Participation rate | 54.6% | 66.5%-11.8pp | 77.1%-22.4pp | 68.3%-13.7pp |
| Annual return | 10.08% | 91.55%-81.5pp | 1615.79%-1605.7pp | 40.90%-30.8pp |
| Employer contribution / active EE | $1,658 | $2,264-26.8% | $3,882-57.3% | $2,631-37.0% |
| Participant deferral / active EE | $4,421 | $4,442-0.5% | $6,405-31.0% | $4,212+5.0% |
| Admin fee / account holder | $20,726 | $7,915+161.9% | $9,769+112.2% | $7,344+182.2% |