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 | $149,929 | $65,041+130.5% | $90,951+64.8% | $79,858+87.7% |
| Participation rate | 40.9% | 61.6%-20.7pp | 69.0%-28.1pp | 69.6%-28.7pp |
| Annual return | 9.97% | 30.45%-20.5pp | 134.60%-124.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $1,194 | $1,247-4.3% | $2,122-43.7% | $2,471-51.7% |
| Participant deferral / active EE | $3,797 | $2,512+51.2% | $3,373+12.6% | $3,740+1.5% |
| Admin fee / account holder | $76,411 | $4,536+1584.5% | $5,959+1182.4% | $5,306+1340.0% |