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 | $70,700 | $172,111-58.9% | $150,298-53.0% | $137,256-48.5% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 5.93% | 69.37%-63.4pp | 62.79%-56.9pp | 220.34%-214.4pp |
| Employer contribution / active EE | $1,433 | $4,636-69.1% | $4,154-65.5% | $4,156-65.5% |
| Participant deferral / active EE | $7,764 | $6,166+25.9% | $5,453+42.4% | $6,407+21.2% |
| Admin fee / account holder | $183,450 | $16,471+1013.8% | $14,116+1199.6% | $12,270+1395.1% |