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 | $176,706 | $71,050+148.7% | $93,606+88.8% | $80,856+118.5% |
| Participation rate | 38.8% | 60.4%-21.6pp | 68.7%-29.9pp | 67.6%-28.8pp |
| Annual return | 9.40% | 11.26%-1.9pp | 133.20%-123.8pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,804 | $1,564+15.4% | $2,420-25.4% | $2,755-34.5% |
| Participant deferral / active EE | $3,991 | $4,034-1.1% | $4,411-9.5% | $4,296-7.1% |
| Admin fee / account holder | $15,585 | $6,945+124.4% | $8,285+88.1% | $6,918+125.3% |