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 | $244,211 | $148,978+63.9% | $200,582+21.8% | $84,808+188.0% |
| Participation rate | 64.7% | 84.2%-19.5pp | 86.9%-22.2pp | 68.3%-3.6pp |
| Annual return | 11.09% | 28.16%-17.1pp | 42.33%-31.2pp | 40.90%-29.8pp |
| Employer contribution / active EE | $2,136 | $4,815-55.6% | $6,419-66.7% | $2,631-18.8% |
| Participant deferral / active EE | $8,543 | $7,142+19.6% | $9,331-8.4% | $4,212+102.8% |
| Admin fee / account holder | $41,259 | $13,977+195.2% | $16,305+153.0% | $7,344+461.8% |