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 | $212,248 | $100,852+110.5% | $90,404+134.8% | $158,922+33.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 3.81% | 1724.20%-1720.4pp | 1293.02%-1289.2pp | 302.83%-299.0pp |
| Employer contribution / active EE | $2,190 | $3,689-40.6% | $3,262-32.9% | $4,761-54.0% |
| Participant deferral / active EE | $3,929 | $4,348-9.6% | $3,963-0.9% | $5,982-34.3% |
| Admin fee / account holder | $42,794 | $6,501+558.3% | $5,611+662.7% | $11,246+280.5% |