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 | $220,634 | $106,584+107.0% | $101,326+117.7% | $142,382+55.0% |
| Participation rate | 33.3% | 82.7%-49.4pp | 81.5%-48.2pp | 80.1%-46.8pp |
| Annual return | 2.34% | 36.93%-34.6pp | 36.82%-34.5pp | 217.08%-214.7pp |
| Employer contribution / active EE | $15,500 | $3,956+291.8% | $3,665+322.9% | $4,299+260.5% |
| Participant deferral / active EE | $10,333 | $8,297+24.5% | $7,994+29.3% | $6,507+58.8% |
| Admin fee / account holder | $6,155 | $11,446-46.2% | $11,185-45.0% | $12,624-51.2% |