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 | $127,445 | $86,944+46.6% | $107,525+18.5% | $74,304+71.5% |
| Participation rate | 42.0% | 59.6%-17.5pp | 75.1%-33.0pp | 60.3%-18.3pp |
| Annual return | 12.03% | 23.52%-11.5pp | 181.32%-169.3pp | 29.43%-17.4pp |
| Employer contribution / active EE | $4,601 | $2,757+66.9% | $3,754+22.6% | $2,241+105.3% |
| Participant deferral / active EE | $4,308 | $3,554+21.2% | $5,116-15.8% | $3,767+14.3% |
| Admin fee / account holder | $19,061 | $3,727+411.5% | $8,919+113.7% | $2,969+542.0% |