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 | $153,629 | $63,346+142.5% | $92,233+66.6% | $70,131+119.1% |
| Participation rate | 47.9% | 68.7%-20.8pp | 76.5%-28.6pp | 69.5%-21.6pp |
| Annual return | 0.70% | 530.12%-529.4pp | 176.28%-175.6pp | 73.14%-72.4pp |
| Employer contribution / active EE | $6,771 | $2,471+174.0% | $3,679+84.0% | $2,342+189.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $25,725 | $3,840+569.9% | $5,194+395.3% | $4,645+453.8% |