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 | $152,062 | $94,625+60.7% | $116,228+30.8% | $84,808+79.3% |
| Participation rate | 59.5% | 70.4%-10.9pp | 74.6%-15.0pp | 68.3%-8.8pp |
| Annual return | 11.73% | 20.40%-8.7pp | 90.06%-78.3pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,429 | $2,347-39.1% | $2,994-52.3% | $2,631-45.7% |
| Participant deferral / active EE | $2,346 | $3,972-40.9% | $4,953-52.6% | $4,212-44.3% |
| Admin fee / account holder | $35,541 | $10,091+252.2% | $11,989+196.4% | $7,344+384.0% |