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 | $246,310 | $176,056+39.9% | $159,436+54.5% | $167,490+47.1% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 2.70% | 331.75%-329.0pp | 263.57%-260.9pp | 478.56%-475.9pp |
| Employer contribution / active EE | $1,448 | $5,297-72.7% | $4,829-70.0% | $4,837-70.1% |
| Participant deferral / active EE | $8,868 | $7,750+14.4% | $7,352+20.6% | $6,341+39.9% |
| Admin fee / account holder | $5,126 | $12,554-59.2% | $10,799-52.5% | $12,309-58.4% |