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 | $198,985 | $91,538+117.4% | $129,995+53.1% | $75,163+164.7% |
| Participation rate | 66.0% | 71.4%-5.4pp | 78.5%-12.4pp | 67.2%-1.2pp |
| Annual return | 12.11% | -631.11%+643.2pp | -137.18%+149.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $2,054 | $2,845-27.8% | $4,320-52.4% | $2,670-23.1% |
| Participant deferral / active EE | $6,602 | $4,341+52.1% | $5,820+13.4% | $4,125+60.0% |
| Admin fee / account holder | $41,894 | $6,790+517.0% | $10,614+294.7% | $5,651+641.4% |