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 | $199,068 | $115,882+71.8% | $100,516+98.0% | $158,922+25.3% |
| Participation rate | 58.3% | 81.6%-23.2pp | 79.4%-21.1pp | 82.0%-23.6pp |
| Annual return | 6.84% | 34.79%-27.9pp | 30.89%-24.0pp | 302.83%-296.0pp |
| Employer contribution / active EE | $2,554 | $4,103-37.8% | $3,418-25.3% | $4,761-46.4% |
| Participant deferral / active EE | $5,583 | $6,674-16.3% | $6,270-10.9% | $5,982-6.7% |
| Admin fee / account holder | $41,626 | $10,995+278.6% | $8,081+415.1% | $11,246+270.2% |