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 | $172,643 | $49,922+245.8% | $80,569+114.3% | $75,163+129.7% |
| Participation rate | 37.0% | 55.3%-18.3pp | 67.0%-30.0pp | 67.2%-30.2pp |
| Annual return | 12.14% | 34.69%-22.5pp | 935.43%-923.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,864 | $1,698+9.7% | $2,723-31.6% | $2,670-30.2% |
| Participant deferral / active EE | $3,911 | $2,990+30.8% | $4,447-12.1% | $4,125-5.2% |
| Admin fee / account holder | $1,844 | $3,577-48.4% | $5,377-65.7% | $5,651-67.4% |