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 | $231,345 | $109,881+110.5% | $150,045+54.2% | $84,808+172.8% |
| Participation rate | 58.6% | 76.1%-17.5pp | 82.3%-23.7pp | 68.3%-9.7pp |
| Annual return | 13.42% | 28.25%-14.8pp | 62.55%-49.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,015 | $3,561-43.4% | $4,693-57.1% | $2,631-23.4% |
| Participant deferral / active EE | $4,918 | $6,636-25.9% | $7,997-38.5% | $4,212+16.8% |
| Admin fee / account holder | $26,585 | $8,568+210.3% | $13,435+97.9% | $7,344+262.0% |