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 | $175,843 | $89,753+95.9% | $107,525+63.5% | $84,808+107.3% |
| Participation rate | 61.0% | 68.1%-7.1pp | 75.1%-14.1pp | 68.3%-7.3pp |
| Annual return | 10.82% | 29.48%-18.7pp | 181.32%-170.5pp | 40.90%-30.1pp |
| Employer contribution / active EE | $2,010 | $3,113-35.4% | $3,754-46.4% | $2,631-23.6% |
| Participant deferral / active EE | $4,969 | $4,056+22.5% | $5,116-2.9% | $4,212+18.0% |
| Admin fee / account holder | $136,867 | $7,222+1795.1% | $8,919+1434.6% | $7,344+1763.7% |