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 | $133,059 | $57,281+132.3% | $86,612+53.6% | $75,163+77.0% |
| Participation rate | 62.5% | 63.2%-0.7pp | 71.7%-9.2pp | 67.2%-4.7pp |
| Annual return | 12.71% | 2670.75%-2658.0pp | 591.07%-578.4pp | 160.62%-147.9pp |
| Employer contribution / active EE | $4,676 | $2,314+102.0% | $3,022+54.7% | $2,670+75.1% |
| Participant deferral / active EE | $5,278 | $3,318+59.1% | $4,438+18.9% | $4,125+27.9% |
| Admin fee / account holder | $16,292 | $4,112+296.2% | $5,614+190.2% | $5,651+188.3% |