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 | $246,305 | $106,515+131.2% | $96,683+154.8% | $139,434+76.6% |
| Participation rate | 56.3% | 77.8%-21.6pp | 74.3%-18.1pp | 80.3%-24.1pp |
| Annual return | -8.71% | 38.43%-47.1pp | 35.69%-44.4pp | 372.94%-381.6pp |
| Employer contribution / active EE | $1,903 | $4,103-53.6% | $3,737-49.1% | $4,751-59.9% |
| Participant deferral / active EE | $4,051 | $5,454-25.7% | $4,878-17.0% | $6,710-39.6% |
| Admin fee / account holder | $30,602 | $7,877+288.5% | $6,730+354.7% | $11,403+168.4% |