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 | $158,163 | $77,314+104.6% | $177,989-11.1% | $80,856+95.6% |
| Participation rate | 61.1% | 65.7%-4.6pp | 77.1%-16.0pp | 67.6%-6.5pp |
| Annual return | 8.37% | 18.09%-9.7pp | 294.48%-286.1pp | 35.59%-27.2pp |
| Employer contribution / active EE | $653 | $2,292-71.5% | $3,949-83.5% | $2,755-76.3% |
| Participant deferral / active EE | $4,842 | $4,411+9.8% | $6,276-22.8% | $4,296+12.7% |
| Admin fee / account holder | $32,188 | $7,191+347.6% | $10,363+210.6% | $6,918+365.3% |