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 9-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 | $214,312 | $106,890+100.5% | $84,015+155.1% | $152,861+40.2% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 5.67% | 104.99%-99.3pp | 71.31%-65.6pp | 345.32%-339.6pp |
| Employer contribution / active EE | $1,911 | $2,734-30.1% | $1,983-3.6% | $4,762-59.9% |
| Participant deferral / active EE | $2,656 | $4,011-33.8% | $3,239-18.0% | $5,850-54.6% |
| Admin fee / account holder | $1,128 | $8,285-86.4% | $6,101-81.5% | $11,596-90.3% |