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 | $157,041 | $49,173+219.4% | $121,098+29.7% | $75,163+108.9% |
| Participation rate | 63.4% | 55.4%+8.0pp | 69.5%-6.1pp | 67.2%-3.8pp |
| Annual return | 12.94% | 55.99%-43.0pp | 985.75%-972.8pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,629 | $1,546+5.4% | $4,164-60.9% | $2,670-39.0% |
| Participant deferral / active EE | $2,707 | $2,628+3.0% | $4,080-33.6% | $4,125-34.4% |
| Admin fee / account holder | $8,566 | $3,942+117.3% | $5,644+51.8% | $5,651+51.6% |