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 | $169,660 | $57,541+194.9% | $95,745+77.2% | $75,163+125.7% |
| Participation rate | 60.6% | 62.5%-1.9pp | 72.3%-11.7pp | 67.2%-6.6pp |
| Annual return | 10.02% | 34.93%-24.9pp | 28.35%-18.3pp | 160.62%-150.6pp |
| Employer contribution / active EE | $1,847 | $1,808+2.2% | $2,835-34.8% | $2,670-30.8% |
| Participant deferral / active EE | $2,041 | $3,074-33.6% | $4,245-51.9% | $4,125-50.5% |
| Admin fee / account holder | $57,790 | $4,099+1310.0% | $5,678+917.8% | $5,651+922.7% |