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 | $199,844 | $52,279+282.3% | $89,391+123.6% | $79,858+150.2% |
| Participation rate | 45.5% | 57.5%-12.1pp | 68.0%-22.5pp | 69.6%-24.2pp |
| Annual return | 7.40% | 22.16%-14.8pp | 245.62%-238.2pp | 31.71%-24.3pp |
| Employer contribution / active EE | $1,840 | $1,572+17.1% | $2,586-28.8% | $2,471-25.5% |
| Participant deferral / active EE | $2,755 | $2,740+0.5% | $3,890-29.2% | $3,740-26.3% |
| Admin fee / account holder | $5,642 | $3,356+68.1% | $4,881+15.6% | $5,306+6.3% |