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 | $220,888 | $80,968+172.8% | $96,544+128.8% | $75,163+193.9% |
| Participation rate | 58.6% | 71.8%-13.1pp | 76.0%-17.3pp | 67.2%-8.6pp |
| Annual return | 11.58% | 27.06%-15.5pp | 25.84%-14.3pp | 160.62%-149.0pp |
| Employer contribution / active EE | $1,713 | $2,282-24.9% | $2,965-42.2% | $2,670-35.8% |
| Participant deferral / active EE | $3,649 | $3,928-7.1% | $4,851-24.8% | $4,125-11.5% |
| Admin fee / account holder | $20,727 | $6,724+208.2% | $8,252+151.2% | $5,651+266.8% |