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 | $187,280 | $96,484+94.1% | $75,886+146.8% | $152,861+22.5% |
| Participation rate | 47.1% | 76.2%-29.1pp | 69.3%-22.2pp | 82.4%-35.4pp |
| Annual return | 11.80% | 33.98%-22.2pp | 30.76%-19.0pp | 345.32%-333.5pp |
| Employer contribution / active EE | $912 | $3,309-72.4% | $2,500-63.5% | $4,762-80.8% |
| Participant deferral / active EE | $2,873 | $4,553-36.9% | $3,603-20.2% | $5,850-50.9% |
| Admin fee / account holder | $138,557 | $8,078+1615.2% | $5,418+2457.2% | $11,596+1094.8% |