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 | $229,713 | $114,381+100.8% | $107,525+113.6% | $142,382+61.3% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 10.67% | 242.71%-232.0pp | 181.32%-170.6pp | 217.08%-206.4pp |
| Employer contribution / active EE | $3,491 | $4,015-13.0% | $3,754-7.0% | $4,299-18.8% |
| Participant deferral / active EE | $6,214 | $5,564+11.7% | $5,116+21.5% | $6,507-4.5% |
| Admin fee / account holder | $214,865 | $9,860+2079.1% | $8,919+2309.2% | $12,624+1602.1% |