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 | $161,333 | $76,407+111.1% | $150,298+7.3% | $82,448+95.7% |
| Participation rate | 48.5% | 66.4%-17.9pp | 77.8%-29.3pp | 68.1%-19.6pp |
| Annual return | 12.81% | 39.99%-27.2pp | 62.79%-50.0pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,522 | $2,614-41.8% | $4,154-63.4% | $2,551-40.3% |
| Participant deferral / active EE | $3,372 | $3,214+4.9% | $5,453-38.2% | $4,139-18.5% |
| Admin fee / account holder | $116,598 | $6,352+1735.6% | $14,116+726.0% | $7,234+1511.7% |