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 | $114,164 | $102,317+11.6% | $146,958-22.3% | $80,856+41.2% |
| Participation rate | 68.5% | 75.8%-7.3pp | 82.2%-13.6pp | 67.6%+0.9pp |
| Annual return | 10.20% | 134.76%-124.6pp | 418.34%-408.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,824 | $3,713-23.9% | $4,933-42.7% | $2,755+2.5% |
| Participant deferral / active EE | $9,034 | $6,644+36.0% | $8,070+12.0% | $4,296+110.3% |
| Admin fee / account holder | $33,054 | $7,941+316.2% | $12,998+154.3% | $6,918+377.8% |