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 | $240,578 | $102,966+133.6% | $90,281+166.5% | $152,861+57.4% |
| Participation rate | 16.7% | 75.9%-59.2pp | 73.3%-56.6pp | 82.4%-65.8pp |
| Annual return | 3.42% | 95.16%-91.7pp | 78.10%-74.7pp | 345.32%-341.9pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,417 | $4,281-43.6% | $3,885-37.8% | $5,850-58.7% |
| Admin fee / account holder | $3,416 | $6,171-44.6% | $5,351-36.2% | $11,596-70.5% |