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 | $174,620 | $114,381+52.7% | $107,525+62.4% | $142,382+22.6% |
| Participation rate | 54.5% | 78.1%-23.6pp | 75.1%-20.5pp | 80.1%-25.6pp |
| Annual return | 1.19% | 242.71%-241.5pp | 181.32%-180.1pp | 217.08%-215.9pp |
| Employer contribution / active EE | $2,273 | $4,015-43.4% | $3,754-39.5% | $4,299-47.1% |
| Participant deferral / active EE | $2,804 | $5,564-49.6% | $5,116-45.2% | $6,507-56.9% |
| Admin fee / account holder | $5,630 | $9,860-42.9% | $8,919-36.9% | $12,624-55.4% |