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 | $249,200 | $118,849+109.7% | $96,562+158.1% | $167,490+48.8% |
| Participation rate | 25.0% | 75.5%-50.5pp | 69.8%-44.8pp | 82.1%-57.1pp |
| Annual return | 8.21% | 50.49%-42.3pp | 37.78%-29.6pp | 478.56%-470.3pp |
| Employer contribution / active EE | $1,950 | $3,120-37.5% | $2,356-17.2% | $4,837-59.7% |
| Participant deferral / active EE | $4,875 | $4,616+5.6% | $3,849+26.7% | $6,341-23.1% |
| Admin fee / account holder | $3,099 | $8,065-61.6% | $6,181-49.9% | $12,309-74.8% |