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 | $187,870 | $58,828+219.4% | $77,999+140.9% | $62,891+198.7% |
| Participation rate | 40.7% | 71.1%-30.3pp | 75.5%-34.8pp | 69.3%-28.6pp |
| Annual return | 4.78% | 17.16%-12.4pp | 425.96%-421.2pp | 20.14%-15.4pp |
| Employer contribution / active EE | $2,989 | $1,672+78.8% | $2,470+21.0% | $2,281+31.0% |
| Participant deferral / active EE | $3,609 | $2,686+34.4% | $3,497+3.2% | $3,203+12.7% |
| Admin fee / account holder | $21,087 | $4,393+380.0% | $5,480+284.8% | $4,296+390.9% |