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 | $193,921 | $61,774+213.9% | $97,226+99.5% | $80,856+139.8% |
| Participation rate | 14.3% | 63.5%-49.2pp | 72.7%-58.4pp | 67.6%-53.4pp |
| Annual return | 10.04% | -557.90%+567.9pp | 75.13%-65.1pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,268 | $1,837-30.9% | $2,729-53.5% | $2,755-54.0% |
| Participant deferral / active EE | $2,726 | $3,029-10.0% | $4,264-36.1% | $4,296-36.5% |
| Admin fee / account holder | $1,645 | $5,166-68.2% | $5,654-70.9% | $6,918-76.2% |