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 | $173,870 | $61,774+181.5% | $97,226+78.8% | $80,856+115.0% |
| Participation rate | 33.3% | 63.5%-30.2pp | 72.7%-39.4pp | 67.6%-34.3pp |
| Annual return | 9.61% | -557.90%+567.5pp | 75.13%-65.5pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,010 | $1,837+9.5% | $2,729-26.3% | $2,755-27.0% |
| Participant deferral / active EE | $4,733 | $3,029+56.2% | $4,264+11.0% | $4,296+10.2% |
| Admin fee / account holder | $354,261 | $5,166+6757.3% | $5,654+6166.2% | $6,918+5020.9% |