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 | $118,707 | $77,314+53.5% | $177,989-33.3% | $80,856+46.8% |
| Participation rate | 32.0% | 65.7%-33.7pp | 77.1%-45.1pp | 67.6%-35.6pp |
| Annual return | 9.84% | 18.09%-8.2pp | 294.48%-284.6pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,289 | $2,292-43.8% | $3,949-67.4% | $2,755-53.2% |
| Participant deferral / active EE | $3,978 | $4,411-9.8% | $6,276-36.6% | $4,296-7.4% |
| Admin fee / account holder | $19,338 | $7,191+168.9% | $10,363+86.6% | $6,918+179.5% |