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 | $109,413+114.2% | $156,263+50.0% | $84,808+176.3% |
| Participation rate | 66.7% | 72.7%-6.0pp | 78.9%-12.2pp | 68.3%-1.6pp |
| Annual return | 8.55% | 20.18%-11.6pp | 59.47%-50.9pp | 40.90%-32.3pp |
| Employer contribution / active EE | $2,095 | $2,907-27.9% | $4,333-51.7% | $2,631-20.4% |
| Participant deferral / active EE | $4,617 | $4,590+0.6% | $6,158-25.0% | $4,212+9.6% |
| Admin fee / account holder | $55,957 | $9,357+498.0% | $14,255+292.5% | $7,344+662.0% |