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 | $181,496 | $109,413+65.9% | $156,263+16.1% | $84,808+114.0% |
| Participation rate | 58.6% | 72.7%-14.1pp | 78.9%-20.3pp | 68.3%-9.7pp |
| Annual return | 10.62% | 20.18%-9.6pp | 59.47%-48.8pp | 40.90%-30.3pp |
| Employer contribution / active EE | $1,993 | $2,907-31.4% | $4,333-54.0% | $2,631-24.3% |
| Participant deferral / active EE | $5,116 | $4,590+11.5% | $6,158-16.9% | $4,212+21.5% |
| Admin fee / account holder | $27,735 | $9,357+196.4% | $14,255+94.6% | $7,344+277.7% |