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 | $168,854 | $109,881+53.7% | $150,045+12.5% | $84,808+99.1% |
| Participation rate | 64.3% | 76.1%-11.8pp | 82.3%-18.0pp | 68.3%-4.0pp |
| Annual return | 12.19% | 28.25%-16.1pp | 62.55%-50.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,265 | $6,636+9.5% | $7,997-9.2% | $4,212+72.5% |
| Admin fee / account holder | $476 | $8,568-94.5% | $13,435-96.5% | $7,344-93.5% |