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 | $147,871 | $72,012+105.3% | $185,823-20.4% | $79,858+85.2% |
| Participation rate | 44.4% | 65.8%-21.3pp | 78.0%-33.6pp | 69.6%-25.2pp |
| Annual return | 6.20% | 23.12%-16.9pp | 35.95%-29.8pp | 31.71%-25.5pp |
| Employer contribution / active EE | $1,125 | $1,965-42.7% | $4,087-72.5% | $2,471-54.5% |
| Participant deferral / active EE | $1,930 | $3,779-48.9% | $5,632-65.7% | $3,740-48.4% |
| Admin fee / account holder | $83,271 | $4,513+1745.3% | $9,500+776.5% | $5,306+1469.3% |