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 | $190,885 | $89,753+112.7% | $107,525+77.5% | $84,808+125.1% |
| Participation rate | 53.8% | 68.1%-14.2pp | 75.1%-21.2pp | 68.3%-14.5pp |
| Annual return | 9.74% | 29.48%-19.7pp | 181.32%-171.6pp | 40.90%-31.2pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,515 | $4,056-13.3% | $5,116-31.3% | $4,212-16.5% |
| Admin fee / account holder | $22,937 | $7,222+217.6% | $8,919+157.2% | $7,344+212.3% |