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 | $224,799 | $54,517+312.3% | $75,972+195.9% | $74,495+201.8% |
| Participation rate | 61.3% | 60.3%+1.0pp | 69.1%-7.8pp | 67.2%-5.9pp |
| Annual return | 9.98% | 31.82%-21.8pp | 359.55%-349.6pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $10,768 | $3,066+251.3% | $4,255+153.0% | $4,346+147.8% |
| Admin fee / account holder | $7,729 | $2,229+246.8% | $6,467+19.5% | $1,942+298.0% |