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 | $199,880 | $107,334+86.2% | $92,893+115.2% | $152,861+30.8% |
| Participation rate | 28.6% | 79.8%-51.2pp | 76.0%-47.4pp | 82.4%-53.9pp |
| Annual return | 6.02% | 145.58%-139.6pp | 109.41%-103.4pp | 345.32%-339.3pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,000 | $4,845+44.5% | $4,236+65.2% | $5,850+19.7% |
| Admin fee / account holder | $11,797 | $7,079+66.6% | $5,794+103.6% | $11,596+1.7% |