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 | $193,187 | $89,355+116.2% | $141,162+36.9% | $72,985+164.7% |
| Participation rate | 43.8% | 75.1%-31.4pp | 82.5%-38.7pp | 69.5%-25.7pp |
| Annual return | 17.89% | 111.85%-94.0pp | 71.39%-53.5pp | 81.00%-63.1pp |
| Employer contribution / active EE | $1,052 | $3,114-66.2% | $4,735-77.8% | $2,440-56.9% |
| Participant deferral / active EE | $4,447 | $5,418-17.9% | $6,709-33.7% | $3,607+23.3% |
| Admin fee / account holder | $31,815 | $5,958+434.0% | $10,261+210.1% | $5,124+520.9% |