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 | $208,389 | $154,117+35.2% | $129,995+60.3% | $139,434+49.5% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.5%-16.0pp | 80.3%-17.8pp |
| Annual return | 7.40% | 32.48%-25.1pp | -137.18%+144.6pp | 372.94%-365.5pp |
| Employer contribution / active EE | $2,434 | $5,289-54.0% | $4,320-43.7% | $4,751-48.8% |
| Participant deferral / active EE | $5,382 | $6,710-19.8% | $5,820-7.5% | $6,710-19.8% |
| Admin fee / account holder | $251,604 | $14,007+1696.3% | $10,614+2270.4% | $11,403+2106.6% |