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 | $174,101 | $69,207+151.6% | $64,056+171.8% | $139,434+24.9% |
| Participation rate | 42.9% | 75.6%-32.7pp | 72.3%-29.4pp | 80.3%-37.5pp |
| Annual return | 8.30% | 45.88%-37.6pp | 33.69%-25.4pp | 372.94%-364.6pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $11,180 | $4,682+138.8% | $3,880+188.1% | $6,710+66.6% |
| Admin fee / account holder | $5,100 | $4,244+20.2% | $3,068+66.2% | $11,403-55.3% |