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 | $236,191 | $109,881+115.0% | $150,045+57.4% | $84,808+178.5% |
| Participation rate | 51.2% | 76.1%-24.9pp | 82.3%-31.2pp | 68.3%-17.1pp |
| Annual return | 11.21% | 28.25%-17.0pp | 62.55%-51.3pp | 40.90%-29.7pp |
| Employer contribution / active EE | $2,120 | $3,561-40.5% | $4,693-54.8% | $2,631-19.4% |
| Participant deferral / active EE | $5,425 | $6,636-18.2% | $7,997-32.2% | $4,212+28.8% |
| Admin fee / account holder | $34,254 | $8,568+299.8% | $13,435+155.0% | $7,344+366.4% |