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 | $207,086 | $133,922+54.6% | $116,228+78.2% | $142,382+45.4% |
| Participation rate | 44.4% | 77.9%-33.4pp | 74.6%-30.1pp | 80.1%-35.7pp |
| Annual return | 9.16% | 147.76%-138.6pp | 90.06%-80.9pp | 217.08%-207.9pp |
| Employer contribution / active EE | $2,283 | $3,446-33.7% | $2,994-23.8% | $4,299-46.9% |
| Participant deferral / active EE | $7,424 | $5,672+30.9% | $4,953+49.9% | $6,507+14.1% |
| Admin fee / account holder | $40,886 | $14,945+173.6% | $11,989+241.0% | $12,624+223.9% |