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 | $206,080 | $51,576+299.6% | $129,207+59.5% | $80,856+154.9% |
| Participation rate | 33.3% | 57.0%-23.6pp | 69.6%-36.3pp | 67.6%-34.3pp |
| Annual return | -11.80% | 20.81%-32.6pp | 9417.33%-9429.1pp | 35.59%-47.4pp |
| Employer contribution / active EE | $524 | $1,584-66.9% | $4,153-87.4% | $2,755-81.0% |
| Participant deferral / active EE | $1,594 | $2,669-40.3% | $4,168-61.7% | $4,296-62.9% |
| Admin fee / account holder | $719 | $4,305-83.3% | $7,715-90.7% | $6,918-89.6% |