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 | $234,361 | $108,825+115.4% | $156,181+50.1% | $82,448+184.3% |
| Participation rate | 66.7% | 72.4%-5.7pp | 78.8%-12.2pp | 68.1%-1.4pp |
| Annual return | 8.55% | 20.59%-12.0pp | 64.87%-56.3pp | 41.64%-33.1pp |
| Employer contribution / active EE | $2,095 | $2,870-27.0% | $4,294-51.2% | $2,551-17.9% |
| Participant deferral / active EE | $4,617 | $4,577+0.9% | $6,132-24.7% | $4,139+11.5% |
| Admin fee / account holder | $55,957 | $9,341+499.1% | $14,586+283.6% | $7,234+673.5% |