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 | $80,717+99.9% | $154,803+4.2% | $84,808+90.2% |
| Participation rate | 48.5% | 66.8%-18.3pp | 78.1%-29.6pp | 68.3%-19.8pp |
| Annual return | 12.81% | 37.96%-25.2pp | 58.88%-46.1pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,522 | $2,761-44.9% | $4,305-64.6% | $2,631-42.1% |
| Participant deferral / active EE | $3,372 | $3,303+2.1% | $5,540-39.1% | $4,212-19.9% |
| Admin fee / account holder | $116,598 | $6,746+1628.5% | $14,329+713.7% | $7,344+1487.7% |