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 | $167,395 | $109,881+52.3% | $150,045+11.6% | $84,808+97.4% |
| Participation rate | 59.4% | 76.1%-16.7pp | 82.3%-22.9pp | 68.3%-8.9pp |
| Annual return | 11.09% | 28.25%-17.2pp | 62.55%-51.5pp | 40.90%-29.8pp |
| Employer contribution / active EE | $8,766 | $3,561+146.2% | $4,693+86.8% | $2,631+233.2% |
| Participant deferral / active EE | $5,057 | $6,636-23.8% | $7,997-36.8% | $4,212+20.1% |
| Admin fee / account holder | $40,808 | $8,568+376.3% | $13,435+203.7% | $7,344+455.7% |