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 | $230,821 | $127,777+80.6% | $106,548+116.6% | $167,490+37.8% |
| Participation rate | 47.4% | 78.3%-30.9pp | 76.1%-28.8pp | 82.1%-34.7pp |
| Annual return | 7.87% | 33.87%-26.0pp | 26.80%-18.9pp | 478.56%-470.7pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,950 | $5,087-22.4% | $4,398-10.2% | $6,341-37.7% |
| Admin fee / account holder | $15,166 | $11,228+35.1% | $7,407+104.7% | $12,309+23.2% |