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 | $207,055 | $83,902+146.8% | $167,512+23.6% | $84,808+144.1% |
| Participation rate | 46.9% | 66.5%-19.6pp | 77.1%-30.2pp | 68.3%-21.4pp |
| Annual return | 12.31% | 91.55%-79.2pp | 1615.79%-1603.5pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,028 | $2,264-54.6% | $3,882-73.5% | $2,631-60.9% |
| Participant deferral / active EE | $4,113 | $4,442-7.4% | $6,405-35.8% | $4,212-2.4% |
| Admin fee / account holder | $3,290 | $7,915-58.4% | $9,769-66.3% | $7,344-55.2% |