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 | $162,931 | $78,422+107.8% | $95,952+69.8% | $79,858+104.0% |
| Participation rate | 63.3% | 73.5%-10.2pp | 77.1%-13.7pp | 69.6%-6.3pp |
| Annual return | 10.00% | 19.37%-9.4pp | 91.61%-81.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $1,234 | $1,945-36.6% | $2,541-51.4% | $2,471-50.1% |
| Participant deferral / active EE | $2,891 | $3,440-15.9% | $4,167-30.6% | $3,740-22.7% |
| Admin fee / account holder | $21,935 | $5,622+290.2% | $6,795+222.8% | $5,306+313.4% |