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 | $169,900 | $109,881+54.6% | $150,045+13.2% | $84,808+100.3% |
| Participation rate | 65.5% | 76.1%-10.6pp | 82.3%-16.8pp | 68.3%-2.8pp |
| Annual return | 12.06% | 28.25%-16.2pp | 62.55%-50.5pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,948 | $3,561-45.3% | $4,693-58.5% | $2,631-26.0% |
| Participant deferral / active EE | $4,195 | $6,636-36.8% | $7,997-47.5% | $4,212-0.4% |
| Admin fee / account holder | $37,597 | $8,568+338.8% | $13,435+179.8% | $7,344+412.0% |