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 | $240,589 | $74,927+221.1% | $101,794+136.3% | $84,808+183.7% |
| Participation rate | 17.4% | 61.4%-44.0pp | 69.2%-51.8pp | 68.3%-50.9pp |
| Annual return | 12.53% | 18.70%-6.2pp | 30.53%-18.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $677 | $1,522-55.5% | $2,289-70.4% | $2,631-74.3% |
| Participant deferral / active EE | $1,865 | $3,099-39.8% | $4,084-54.3% | $4,212-55.7% |
| Admin fee / account holder | $223,357 | $6,514+3329.0% | $8,777+2444.8% | $7,344+2941.4% |