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 | $177,013 | $109,881+61.1% | $150,045+18.0% | $84,808+108.7% |
| Participation rate | 55.4% | 76.1%-20.7pp | 82.3%-26.9pp | 68.3%-12.9pp |
| Annual return | 9.91% | 28.25%-18.3pp | 62.55%-52.6pp | 40.90%-31.0pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,349 | $6,636+40.9% | $7,997+16.9% | $4,212+122.0% |
| Admin fee / account holder | $10,815 | $8,568+26.2% | $13,435-19.5% | $7,344+47.3% |