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 | $158,598 | $48,230+228.8% | $67,502+135.0% | $80,856+96.1% |
| Participation rate | 44.4% | 66.4%-21.9pp | 72.9%-28.4pp | 67.6%-23.2pp |
| Annual return | 10.96% | 18.28%-7.3pp | 3512.12%-3501.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,163 | $2,924-26.0% | $4,000-45.9% | $4,296-49.6% |
| Admin fee / account holder | $1,081 | $3,681-70.6% | $3,998-72.9% | $6,918-84.4% |