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 | $248,581 | $100,773+146.7% | $88,946+179.5% | $142,382+74.6% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 1.22% | 70.18%-69.0pp | 57.82%-56.6pp | 217.08%-215.9pp |
| Employer contribution / active EE | $2,516 | $2,918-13.8% | $2,555-1.5% | $4,299-41.5% |
| Participant deferral / active EE | $2,994 | $5,230-42.8% | $4,581-34.7% | $6,507-54.0% |
| Admin fee / account holder | $22,984 | $9,693+137.1% | $8,261+178.2% | $12,624+82.1% |