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 | $166,431 | $68,346+143.5% | $94,646+75.8% | $75,163+121.4% |
| Participation rate | 63.8% | 76.1%-12.3pp | 80.8%-17.0pp | 67.2%-3.4pp |
| Annual return | 14.85% | 616.93%-602.1pp | 156.71%-141.9pp | 160.62%-145.8pp |
| Employer contribution / active EE | $685 | $2,701-74.6% | $3,672-81.4% | $2,670-74.4% |
| Participant deferral / active EE | $3,238 | $6,537-50.5% | $7,418-56.3% | $4,125-21.5% |
| Admin fee / account holder | $20,340 | $5,326+281.9% | $7,231+181.3% | $5,651+259.9% |