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 | $196,113 | $115,770+69.4% | $101,248+93.7% | $158,922+23.4% |
| Participation rate | 23.1% | 79.4%-56.3pp | 75.8%-52.7pp | 82.0%-58.9pp |
| Annual return | 6.58% | 56.14%-49.6pp | 46.47%-39.9pp | 302.83%-296.2pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,190 | $4,957-15.5% | $4,370-4.1% | $5,982-30.0% |
| Admin fee / account holder | $17,763 | $7,245+145.2% | $5,945+198.8% | $11,246+58.0% |