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 | $235,028 | $60,022+291.6% | $88,946+164.2% | $84,808+177.1% |
| Participation rate | 52.0% | 57.8%-5.8pp | 68.8%-16.8pp | 68.3%-16.3pp |
| Annual return | 9.58% | 22.43%-12.8pp | 57.82%-48.2pp | 40.90%-31.3pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,152 | $3,114+97.6% | $4,581+34.3% | $4,212+46.1% |
| Admin fee / account holder | $142,135 | $4,811+2854.4% | $8,261+1620.6% | $7,344+1835.5% |