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 | $82,183 | $101,317-18.9% | $146,958-44.1% | $74,495+10.3% |
| Participation rate | 41.9% | 75.5%-33.6pp | 82.2%-40.2pp | 67.2%-25.3pp |
| Annual return | 11.63% | 8730.91%-8719.3pp | 418.34%-406.7pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $2,235 | $3,810-41.3% | $4,933-54.7% | $2,623-14.8% |
| Participant deferral / active EE | $3,879 | $7,303-46.9% | $8,070-51.9% | $4,346-10.7% |
| Admin fee / account holder | $53,502 | $1,739+2976.8% | $12,998+311.6% | $1,942+2655.4% |