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 | $217,757 | $133,922+62.6% | $116,228+87.4% | $142,382+52.9% |
| Participation rate | 28.6% | 77.9%-49.3pp | 74.6%-46.0pp | 80.1%-51.5pp |
| Annual return | 7.99% | 147.76%-139.8pp | 90.06%-82.1pp | 217.08%-209.1pp |
| Employer contribution / active EE | $2,026 | $3,446-41.2% | $2,994-32.3% | $4,299-52.9% |
| Participant deferral / active EE | $4,866 | $5,672-14.2% | $4,953-1.8% | $6,507-25.2% |
| Admin fee / account holder | $1,105 | $14,945-92.6% | $11,989-90.8% | $12,624-91.2% |