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 | $195,444 | $80,717+142.1% | $154,803+26.3% | $84,808+130.5% |
| Participation rate | 66.7% | 66.8%-0.1pp | 78.1%-11.4pp | 68.3%-1.6pp |
| Annual return | 1.62% | 37.96%-36.3pp | 58.88%-57.3pp | 40.90%-39.3pp |
| Employer contribution / active EE | $3,285 | $2,761+19.0% | $4,305-23.7% | $2,631+24.8% |
| Participant deferral / active EE | $6,511 | $3,303+97.1% | $5,540+17.5% | $4,212+54.6% |
| Admin fee / account holder | $1,225 | $6,746-81.8% | $14,329-91.5% | $7,344-83.3% |