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 | $155,711 | $111,754+39.3% | $103,333+50.7% | $145,922+6.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 5.16% | 24.77%-19.6pp | 24.88%-19.7pp | 561.29%-556.1pp |
| Employer contribution / active EE | $1,678 | $4,212-60.2% | $3,868-56.6% | $4,660-64.0% |
| Participant deferral / active EE | $5,151 | $5,619-8.3% | $5,057+1.9% | $6,688-23.0% |
| Admin fee / account holder | $25,457 | $9,750+161.1% | $8,355+204.7% | $13,397+90.0% |