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 | $243,140 | $100,754+141.3% | $86,677+180.5% | $134,475+80.8% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -21.45% | 29.04%-50.5pp | 35.91%-57.4pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,684 | $3,489-51.7% | $2,836-40.6% | $4,740-64.5% |
| Participant deferral / active EE | $9,396 | $5,338+76.0% | $4,656+101.8% | $6,400+46.8% |
| Admin fee / account holder | $7,345 | $10,926-32.8% | $7,493-2.0% | $11,426-35.7% |