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 | $225,901 | $58,927+283.4% | $76,817+194.1% | $72,985+209.5% |
| Participation rate | 55.9% | 67.3%-11.4pp | 72.1%-16.1pp | 69.5%-13.6pp |
| Annual return | 2.63% | 2305.64%-2303.0pp | 1166.11%-1163.5pp | 81.00%-78.4pp |
| Employer contribution / active EE | $1,413 | $1,787-20.9% | $2,302-38.6% | $2,440-42.1% |
| Participant deferral / active EE | $4,743 | $2,690+76.3% | $3,336+42.2% | $3,607+31.5% |
| Admin fee / account holder | $5,294 | $4,013+31.9% | $6,420-17.5% | $5,124+3.3% |