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 | $164,450 | $73,933+122.4% | $96,683+70.1% | $75,163+118.8% |
| Participation rate | 30.0% | 66.4%-36.4pp | 74.3%-44.3pp | 67.2%-37.2pp |
| Annual return | 10.98% | 26.70%-15.7pp | 35.69%-24.7pp | 160.62%-149.6pp |
| Employer contribution / active EE | $1,013 | $2,928-65.4% | $3,737-72.9% | $2,670-62.0% |
| Participant deferral / active EE | $2,271 | $3,659-37.9% | $4,878-53.4% | $4,125-45.0% |
| Admin fee / account holder | $45,882 | $5,216+779.6% | $6,730+581.8% | $5,651+711.9% |