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 | $215,461 | $74,888+187.7% | $71,209+202.6% | $142,382+51.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 8.15% | 345.14%-337.0pp | 282.51%-274.4pp | 217.08%-208.9pp |
| Employer contribution / active EE | $5,176 | $2,854+81.3% | $2,721+90.2% | $4,299+20.4% |
| Participant deferral / active EE | $3,725 | $4,454-16.4% | $4,175-10.8% | $6,507-42.8% |
| Admin fee / account holder | $36,248 | $5,568+551.0% | $5,349+577.7% | $12,624+187.1% |