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 | $151,779 | $61,660+146.2% | $80,019+89.7% | $64,186+136.5% |
| Participation rate | 61.8% | 71.7%-9.9pp | 75.8%-14.1pp | 69.6%-7.8pp |
| Annual return | -7.70% | -0.33%-7.4pp | 11.22%-18.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,810 | $1,810+110.4% | $2,468+54.4% | $2,381+60.0% |
| Participant deferral / active EE | $3,884 | $2,968+30.9% | $3,686+5.4% | $3,470+11.9% |
| Admin fee / account holder | $4,366 | $5,417-19.4% | $6,521-33.0% | $4,888-10.7% |