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 | $205,278 | $109,881+86.8% | $150,045+36.8% | $84,808+142.1% |
| Participation rate | 53.8% | 76.1%-22.2pp | 82.3%-28.5pp | 68.3%-14.5pp |
| Annual return | 4.90% | 28.25%-23.3pp | 62.55%-57.6pp | 40.90%-36.0pp |
| Employer contribution / active EE | $1,896 | $3,561-46.8% | $4,693-59.6% | $2,631-27.9% |
| Participant deferral / active EE | $5,468 | $6,636-17.6% | $7,997-31.6% | $4,212+29.8% |
| Admin fee / account holder | $75,596 | $8,568+782.3% | $13,435+462.7% | $7,344+929.4% |