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 | $147,352 | $91,190+61.6% | $178,490-17.4% | $79,858+84.5% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 8.16% | 24.19%-16.0pp | 151.07%-142.9pp | 31.71%-23.6pp |
| Employer contribution / active EE | $3,931 | $3,256+20.7% | $5,011-21.5% | $2,471+59.1% |
| Participant deferral / active EE | $6,465 | $3,236+99.8% | $5,202+24.3% | $3,740+72.9% |
| Admin fee / account holder | $30,625 | $6,751+353.6% | $13,984+119.0% | $5,306+477.1% |