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 | $158,755 | $53,127+198.8% | $86,590+83.3% | $70,131+126.4% |
| Participation rate | 55.9% | 65.3%-9.4pp | 73.5%-17.7pp | 69.5%-13.7pp |
| Annual return | 10.98% | 27.66%-16.7pp | 964.84%-953.9pp | 73.14%-62.2pp |
| Employer contribution / active EE | $4,552 | $2,068+120.1% | $2,839+60.3% | $2,342+94.3% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,426 | $3,585+51.3% | $4,906+10.6% | $4,645+16.8% |