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 | $198,532 | $64,324+208.6% | $118,925+66.9% | $79,858+148.6% |
| Participation rate | 40.7% | 64.9%-24.1pp | 75.4%-34.6pp | 69.6%-28.9pp |
| Annual return | 1.76% | 86.45%-84.7pp | 35.88%-34.1pp | 31.71%-30.0pp |
| Employer contribution / active EE | $4,176 | $1,836+127.4% | $3,263+28.0% | $2,471+69.0% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,265-100.0% | $3,740-100.0% |
| Admin fee / account holder | $434 | $4,040-89.3% | $6,581-93.4% | $5,306-91.8% |