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 | $175,992 | $109,817+60.3% | $98,442+78.8% | $167,490+5.1% |
| Participation rate | 40.0% | 75.8%-35.8pp | 73.3%-33.3pp | 82.1%-42.1pp |
| Annual return | 5.66% | 1956.69%-1951.0pp | 1492.73%-1487.1pp | 478.56%-472.9pp |
| Employer contribution / active EE | $12,118 | $3,224+275.9% | $2,960+309.4% | $4,837+150.5% |
| Participant deferral / active EE | $3,920 | $4,673-16.1% | $4,276-8.3% | $6,341-38.2% |
| Admin fee / account holder | $5,049 | $6,753-25.2% | $5,949-15.1% | $12,309-59.0% |