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 | $244,932 | $102,317+139.4% | $146,958+66.7% | $80,856+202.9% |
| Participation rate | 67.9% | 75.8%-8.0pp | 82.2%-14.3pp | 67.6%+0.2pp |
| Annual return | 9.50% | 134.76%-125.3pp | 418.34%-408.8pp | 35.59%-26.1pp |
| Employer contribution / active EE | $3,374 | $3,713-9.1% | $4,933-31.6% | $2,755+22.5% |
| Participant deferral / active EE | $4,761 | $6,644-28.3% | $8,070-41.0% | $4,296+10.8% |
| Admin fee / account holder | $100,670 | $7,941+1167.7% | $12,998+674.5% | $6,918+1355.2% |