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 | $150,727 | $83,902+79.6% | $167,512-10.0% | $84,808+77.7% |
| Participation rate | 64.8% | 66.5%-1.6pp | 77.1%-12.2pp | 68.3%-3.5pp |
| Annual return | 11.79% | 91.55%-79.8pp | 1615.79%-1604.0pp | 40.90%-29.1pp |
| Employer contribution / active EE | $866 | $2,264-61.7% | $3,882-77.7% | $2,631-67.1% |
| Participant deferral / active EE | $5,609 | $4,442+26.3% | $6,405-12.4% | $4,212+33.2% |
| Admin fee / account holder | $19,700 | $7,915+148.9% | $9,769+101.7% | $7,344+168.3% |