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 | $146,925 | $88,083+66.8% | $164,813-10.9% | $74,495+97.2% |
| Participation rate | 66.2% | 73.0%-6.9pp | 78.6%-12.4pp | 67.2%-1.0pp |
| Annual return | 11.24% | 17.26%-6.0pp | 69.93%-58.7pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $1,560 | $2,593-39.8% | $4,341-64.1% | $2,623-40.5% |
| Participant deferral / active EE | $2,993 | $4,498-33.5% | $6,031-50.4% | $4,346-31.1% |
| Admin fee / account holder | $13,590 | $2,234+508.4% | $12,690+7.1% | $1,942+599.9% |