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 | $136,098 | $48,795+178.9% | $65,493+107.8% | $84,808+60.5% |
| Participation rate | 50.0% | 67.0%-17.0pp | 73.1%-23.1pp | 68.3%-18.3pp |
| Annual return | 10.01% | 20.20%-10.2pp | 982.45%-972.4pp | 40.90%-30.9pp |
| Employer contribution / active EE | $3,633 | $1,930+88.3% | $2,574+41.1% | $2,631+38.1% |
| Participant deferral / active EE | $2,181 | $2,928-25.5% | $3,961-44.9% | $4,212-48.2% |
| Admin fee / account holder | $18,137 | $3,877+367.8% | $5,028+260.7% | $7,344+147.0% |