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 | $209,313 | $106,515+96.5% | $96,683+116.5% | $139,434+50.1% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 5.86% | 38.43%-32.6pp | 35.69%-29.8pp | 372.94%-367.1pp |
| Employer contribution / active EE | $2,493 | $4,103-39.2% | $3,737-33.3% | $4,751-47.5% |
| Participant deferral / active EE | $7,224 | $5,454+32.5% | $4,878+48.1% | $6,710+7.7% |
| Admin fee / account holder | $135,189 | $7,877+1616.3% | $6,730+1908.9% | $11,403+1085.6% |