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 | $168,325 | $73,787+128.1% | $98,716+70.5% | $82,448+104.2% |
| Participation rate | 69.8% | 61.4%+8.4pp | 69.3%+0.5pp | 68.1%+1.7pp |
| Annual return | 10.08% | 18.57%-8.5pp | 31.81%-21.7pp | 41.64%-31.6pp |
| Employer contribution / active EE | $598 | $1,511-60.5% | $2,279-73.8% | $2,551-76.6% |
| Participant deferral / active EE | $5,462 | $3,081+77.3% | $4,048+35.0% | $4,139+32.0% |
| Admin fee / account holder | $38,757 | $6,500+496.2% | $8,703+345.3% | $7,234+435.7% |