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 | $176,372 | $106,515+65.6% | $96,683+82.4% | $139,434+26.5% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 4.55% | 38.43%-33.9pp | 35.69%-31.1pp | 372.94%-368.4pp |
| Employer contribution / active EE | $1,549 | $4,103-62.3% | $3,737-58.6% | $4,751-67.4% |
| Participant deferral / active EE | $4,338 | $5,454-20.5% | $4,878-11.1% | $6,710-35.4% |
| Admin fee / account holder | $17,907 | $7,877+127.3% | $6,730+166.1% | $11,403+57.0% |