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 | $163,494 | $83,337+96.2% | $67,834+141.0% | $273,961-40.3% |
| Participation rate | 62.5% | 76.4%-13.9pp | 68.8%-6.3pp | 83.0%-20.5pp |
| Annual return | 1.89% | 259.45%-257.6pp | 138.47%-136.6pp | 41.45%-39.6pp |
| Employer contribution / active EE | $1,422 | $3,287-56.7% | $2,403-40.8% | $4,869-70.8% |
| Participant deferral / active EE | $3,357 | $4,088-17.9% | $3,160+6.2% | $5,287-36.5% |
| Admin fee / account holder | $33,838 | $6,752+401.2% | $4,622+632.1% | $10,132+234.0% |