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 | $157,031 | $102,966+52.5% | $90,281+73.9% | $152,861+2.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 3.35% | 95.16%-91.8pp | 78.10%-74.8pp | 345.32%-342.0pp |
| Employer contribution / active EE | $4,717 | $3,139+50.3% | $2,854+65.3% | $4,762-1.0% |
| Participant deferral / active EE | $3,996 | $4,281-6.7% | $3,885+2.8% | $5,850-31.7% |
| Admin fee / account holder | $13,012 | $6,171+110.9% | $5,351+143.2% | $11,596+12.2% |