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 | $159,733 | $83,902+90.4% | $167,512-4.6% | $84,808+88.3% |
| Participation rate | 58.6% | 66.5%-7.8pp | 77.1%-18.4pp | 68.3%-9.7pp |
| Annual return | 13.16% | 91.55%-78.4pp | 1615.79%-1602.6pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,424 | $2,264+7.1% | $3,882-37.6% | $2,631-7.9% |
| Participant deferral / active EE | $5,355 | $4,442+20.5% | $6,405-16.4% | $4,212+27.2% |
| Admin fee / account holder | $9,550 | $7,915+20.7% | $9,769-2.2% | $7,344+30.0% |