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 | $229,739 | $102,382+124.4% | $147,005+56.3% | $80,874+184.1% |
| Participation rate | 13.8% | 75.8%-62.1pp | 82.2%-68.4pp | 67.6%-53.9pp |
| Annual return | 9.42% | 134.89%-125.5pp | 418.76%-409.3pp | 35.62%-26.2pp |
| Employer contribution / active EE | $4,904 | $3,715+32.0% | $4,934-0.6% | $2,756+78.0% |
| Participant deferral / active EE | $7,326 | $6,646+10.2% | $8,070-9.2% | $4,297+70.5% |
| Admin fee / account holder | $80,820 | $7,942+917.6% | $13,006+521.4% | $6,935+1065.3% |