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 | $165,110 | $56,053+194.6% | $75,972+117.3% | $80,856+104.2% |
| Participation rate | 54.5% | 62.0%-7.5pp | 69.1%-14.5pp | 67.6%-13.1pp |
| Annual return | 9.75% | 20.53%-10.8pp | 359.55%-349.8pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,048 | $1,874-44.1% | $2,685-60.9% | $2,755-61.9% |
| Participant deferral / active EE | $3,518 | $3,052+15.3% | $4,255-17.3% | $4,296-18.1% |
| Admin fee / account holder | $9,613 | $5,234+83.7% | $6,467+48.6% | $6,918+39.0% |