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 | $239,422 | $89,753+166.8% | $107,525+122.7% | $84,808+182.3% |
| Participation rate | 57.1% | 68.1%-10.9pp | 75.1%-17.9pp | 68.3%-11.2pp |
| Annual return | 12.89% | 29.48%-16.6pp | 181.32%-168.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $3,121 | $3,113+0.2% | $3,754-16.9% | $2,631+18.6% |
| Participant deferral / active EE | $6,607 | $4,056+62.9% | $5,116+29.2% | $4,212+56.9% |
| Admin fee / account holder | $549 | $7,222-92.4% | $8,919-93.8% | $7,344-92.5% |