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 | $204,711 | $214,378-4.5% | $200,582+2.1% | $142,382+43.8% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.9%-24.4pp | 80.1%-17.6pp |
| Annual return | 4.54% | 46.41%-41.9pp | 42.33%-37.8pp | 217.08%-212.5pp |
| Employer contribution / active EE | $3,070 | $6,841-55.1% | $6,419-52.2% | $4,299-28.6% |
| Participant deferral / active EE | $5,472 | $9,865-44.5% | $9,331-41.4% | $6,507-15.9% |
| Admin fee / account holder | $251,003 | $17,692+1318.7% | $16,305+1439.5% | $12,624+1888.3% |