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 | $179,712 | $71,050+152.9% | $93,606+92.0% | $80,856+122.3% |
| Participation rate | 47.7% | 60.4%-12.7pp | 68.7%-21.0pp | 67.6%-20.0pp |
| Annual return | 9.01% | 11.26%-2.2pp | 133.20%-124.2pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,807 | $1,564+15.5% | $2,420-25.3% | $2,755-34.4% |
| Participant deferral / active EE | $3,178 | $4,034-21.2% | $4,411-28.0% | $4,296-26.0% |
| Admin fee / account holder | $18,645 | $6,945+168.5% | $8,285+125.0% | $6,918+169.5% |