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 | $148,001 | $106,749+38.6% | $145,433+1.8% | $82,448+79.5% |
| Participation rate | 28.0% | 75.6%-47.6pp | 82.1%-54.1pp | 68.1%-40.1pp |
| Annual return | 10.87% | 27.59%-16.7pp | 66.58%-55.7pp | 41.64%-30.8pp |
| Employer contribution / active EE | $4,637 | $3,444+34.6% | $4,554+1.8% | $2,551+81.8% |
| Participant deferral / active EE | $10,148 | $6,519+55.7% | $7,897+28.5% | $4,139+145.2% |
| Admin fee / account holder | $196,198 | $8,390+2238.5% | $13,129+1394.4% | $7,234+2612.0% |