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 | $186,836 | $71,050+163.0% | $93,606+99.6% | $80,856+131.1% |
| Participation rate | 68.8% | 60.4%+8.3pp | 68.7%0pp | 67.6%+1.1pp |
| Annual return | 5.84% | 11.26%-5.4pp | 133.20%-127.4pp | 35.59%-29.8pp |
| Employer contribution / active EE | $4,904 | $1,564+213.6% | $2,420+102.7% | $2,755+78.0% |
| Participant deferral / active EE | $2,860 | $4,034-29.1% | $4,411-35.2% | $4,296-33.4% |
| Admin fee / account holder | $12,608 | $6,945+81.5% | $8,285+52.2% | $6,918+82.2% |