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 7-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 | $245,291 | $104,907+133.8% | $84,611+189.9% | $152,861+60.5% |
| Participation rate | 30.8% | 74.8%-44.1pp | 68.2%-37.5pp | 82.4%-51.7pp |
| Annual return | 7.37% | 373.79%-366.4pp | 258.74%-251.4pp | 345.32%-337.9pp |
| Employer contribution / active EE | $761 | $3,302-77.0% | $2,652-71.3% | $4,762-84.0% |
| Participant deferral / active EE | $4,686 | $4,6880% | $3,899+20.2% | $5,850-19.9% |
| Admin fee / account holder | $50,000 | $6,241+701.2% | $4,912+917.9% | $11,596+331.2% |