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 | $218,884 | $61,774+254.3% | $97,226+125.1% | $80,856+170.7% |
| Participation rate | 54.5% | 63.5%-9.0pp | 72.7%-18.1pp | 67.6%-13.1pp |
| Annual return | 10.18% | -557.90%+568.1pp | 75.13%-65.0pp | 35.59%-25.4pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,404 | $3,029+12.4% | $4,264-20.2% | $4,296-20.8% |
| Admin fee / account holder | $15,867 | $5,166+207.1% | $5,654+180.7% | $6,918+129.4% |