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 | $168,354 | $112,096+50.2% | $95,952+75.5% | $158,922+5.9% |
| Participation rate | 58.3% | 79.0%-20.6pp | 77.1%-18.7pp | 82.0%-23.6pp |
| Annual return | 0.23% | 171.09%-170.9pp | 91.61%-91.4pp | 302.83%-302.6pp |
| Employer contribution / active EE | $3,681 | $3,198+15.1% | $2,541+44.9% | $4,761-22.7% |
| Participant deferral / active EE | $12,271 | $4,784+156.5% | $4,167+194.5% | $5,982+105.1% |
| Admin fee / account holder | $50,818 | $10,130+401.6% | $6,795+647.8% | $11,246+351.9% |