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 | $102,362 | $70,587+45.0% | $124,672-17.9% | $85,850+19.2% |
| Participation rate | 38.4% | 64.4%-26.0pp | 74.6%-36.2pp | 69.3%-30.9pp |
| Annual return | 9.61% | 20688.83%-20679.2pp | 5142.93%-5133.3pp | 318.53%-308.9pp |
| Employer contribution / active EE | $1,197 | $1,913-37.4% | $3,324-64.0% | $2,565-53.3% |
| Participant deferral / active EE | $1,792 | $2,969-39.6% | $4,614-61.2% | $3,952-54.6% |
| Admin fee / account holder | $2,834 | $5,282-46.4% | $7,493-62.2% | $6,260-54.7% |