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 | $171,149 | $68,346+150.4% | $94,646+80.8% | $75,163+127.7% |
| Participation rate | 57.6% | 76.1%-18.5pp | 80.8%-23.3pp | 67.2%-9.6pp |
| Annual return | 14.38% | 616.93%-602.6pp | 156.71%-142.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $2,138 | $2,701-20.8% | $3,672-41.8% | $2,670-19.9% |
| Participant deferral / active EE | $6,723 | $6,537+2.8% | $7,418-9.4% | $4,125+63.0% |
| Admin fee / account holder | $54,942 | $5,326+931.6% | $7,231+659.8% | $5,651+872.3% |