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 | $173,726 | $99,020+75.4% | $86,590+100.6% | $147,584+17.7% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 4.22% | 1312.34%-1308.1pp | 964.84%-960.6pp | 578.55%-574.3pp |
| Employer contribution / active EE | $1,414 | $3,132-54.9% | $2,839-50.2% | $4,876-71.0% |
| Participant deferral / active EE | $4,067 | $3,972+2.4% | $3,609+12.7% | $5,439-25.2% |
| Admin fee / account holder | $1,706 | $5,710-70.1% | $4,906-65.2% | $10,885-84.3% |