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 | $199,916 | $109,881+81.9% | $150,045+33.2% | $84,808+135.7% |
| Participation rate | 54.5% | 76.1%-21.5pp | 82.3%-27.8pp | 68.3%-13.8pp |
| Annual return | 12.96% | 28.25%-15.3pp | 62.55%-49.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,576 | $6,636+89.5% | $7,997+57.3% | $4,212+198.6% |
| Admin fee / account holder | $26,475 | $8,568+209.0% | $13,435+97.1% | $7,344+260.5% |