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 | $247,437 | $127,065+94.7% | $113,168+118.6% | $142,382+73.8% |
| Participation rate | 57.1% | 79.2%-22.1pp | 76.6%-19.4pp | 80.1%-23.0pp |
| Annual return | 9.35% | 24.03%-14.7pp | 24.27%-14.9pp | 217.08%-207.7pp |
| Employer contribution / active EE | $2,816 | $3,442-18.2% | $2,975-5.4% | $4,299-34.5% |
| Participant deferral / active EE | $11,073 | $5,716+93.7% | $5,107+116.8% | $6,507+70.2% |
| Admin fee / account holder | $90,263 | $15,736+473.6% | $12,068+648.0% | $12,624+615.0% |