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 | $165,625 | $60,892+172.0% | $82,389+101.0% | $84,808+95.3% |
| Participation rate | 50.0% | 63.3%-13.3pp | 69.5%-19.5pp | 68.3%-18.3pp |
| Annual return | 9.00% | 37.29%-28.3pp | 28.67%-19.7pp | 40.90%-31.9pp |
| Employer contribution / active EE | $1,588 | $1,779-10.8% | $2,517-36.9% | $2,631-39.7% |
| Participant deferral / active EE | $4,018 | $3,179+26.4% | $4,155-3.3% | $4,212-4.6% |
| Admin fee / account holder | $13,626 | $5,467+149.2% | $7,231+88.5% | $7,344+85.5% |