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 | $164,615 | $109,881+49.8% | $150,045+9.7% | $84,808+94.1% |
| Participation rate | 35.9% | 76.1%-40.2pp | 82.3%-46.4pp | 68.3%-32.4pp |
| Annual return | 8.60% | 28.25%-19.7pp | 62.55%-54.0pp | 40.90%-32.3pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,453 | $6,636-2.8% | $7,997-19.3% | $4,212+53.2% |
| Admin fee / account holder | $47,752 | $8,568+457.3% | $13,435+255.4% | $7,344+550.2% |