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 | $102,537 | $88,751+15.5% | $81,812+25.3% | $145,922-29.7% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.3%-29.5pp | 80.3%-37.4pp |
| Annual return | 8.25% | 1025.40%-1017.1pp | 773.79%-765.5pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,411 | $3,083-54.2% | $2,912-51.5% | $4,660-69.7% |
| Participant deferral / active EE | $1,912 | $4,643-58.8% | $4,319-55.7% | $6,688-71.4% |
| Admin fee / account holder | $53,030 | $8,415+530.2% | $7,386+618.0% | $13,397+295.8% |