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 | $185,784 | $48,795+280.7% | $65,493+183.7% | $84,808+119.1% |
| Participation rate | 18.8% | 67.0%-48.2pp | 73.1%-54.3pp | 68.3%-49.6pp |
| Annual return | 11.22% | 20.20%-9.0pp | 982.45%-971.2pp | 40.90%-29.7pp |
| Employer contribution / active EE | $5,093 | $1,930+163.9% | $2,574+97.9% | $2,631+93.6% |
| Participant deferral / active EE | $5,675 | $2,928+93.8% | $3,961+43.3% | $4,212+34.8% |
| Admin fee / account holder | $5,853 | $3,877+51.0% | $5,028+16.4% | $7,344-20.3% |