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 | $199,376 | $127,065+56.9% | $113,168+76.2% | $142,382+40.0% |
| Participation rate | 52.9% | 79.2%-26.3pp | 76.6%-23.6pp | 80.1%-27.2pp |
| Annual return | 9.01% | 24.03%-15.0pp | 24.27%-15.3pp | 217.08%-208.1pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $10,979 | $5,716+92.1% | $5,107+115.0% | $6,507+68.7% |
| Admin fee / account holder | $228,458 | $15,736+1351.8% | $12,068+1793.1% | $12,624+1709.8% |