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 | $179,978 | $102,317+75.9% | $146,958+22.5% | $80,856+122.6% |
| Participation rate | 64.0% | 75.8%-11.8pp | 82.2%-18.2pp | 67.6%-3.6pp |
| Annual return | 9.80% | 134.76%-125.0pp | 418.34%-408.5pp | 35.59%-25.8pp |
| Employer contribution / active EE | $3,182 | $3,713-14.3% | $4,933-35.5% | $2,755+15.5% |
| Participant deferral / active EE | $6,940 | $6,644+4.5% | $8,070-14.0% | $4,296+61.6% |
| Admin fee / account holder | $1,192 | $7,941-85.0% | $12,998-90.8% | $6,918-82.8% |