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 7-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 | $158,237 | $78,422+101.8% | $95,952+64.9% | $79,858+98.1% |
| Participation rate | 59.4% | 73.5%-14.1pp | 77.1%-17.7pp | 69.6%-10.3pp |
| Annual return | 7.62% | 19.37%-11.8pp | 91.61%-84.0pp | 31.71%-24.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,079 | $3,440+76.7% | $4,167+45.9% | $3,740+62.5% |
| Admin fee / account holder | $14,816 | $5,622+163.5% | $6,795+118.0% | $5,306+179.2% |