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 | $198,828 | $185,200+7.4% | $142,863+39.2% | $167,490+18.7% |
| Participation rate | 16.7% | 78.4%-61.8pp | 71.9%-55.3pp | 82.1%-65.4pp |
| Annual return | 1.29% | 8555.70%-8554.4pp | 5637.54%-5636.3pp | 478.56%-477.3pp |
| Employer contribution / active EE | $983 | $5,604-82.5% | $4,144-76.3% | $4,837-79.7% |
| Participant deferral / active EE | $983 | $4,494-78.1% | $3,837-74.4% | $6,341-84.5% |
| Admin fee / account holder | $29,073 | $8,031+262.0% | $6,560+343.2% | $12,309+136.2% |