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 | $174,527 | $63,764+173.7% | $81,930+113.0% | $79,858+118.5% |
| Participation rate | 50.0% | 67.5%-17.5pp | 72.0%-22.0pp | 69.6%-19.6pp |
| Annual return | 9.57% | 22.66%-13.1pp | 29.49%-19.9pp | 31.71%-22.1pp |
| Employer contribution / active EE | $1,303 | $1,795-27.4% | $4,310-69.8% | $2,471-47.3% |
| Participant deferral / active EE | $3,636 | $2,780+30.8% | $7,107-48.8% | $3,740-2.8% |
| Admin fee / account holder | $57,767 | $4,426+1205.0% | $5,158+1020.0% | $5,306+988.6% |