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 | $128,412 | $85,766+49.7% | $136,294-5.8% | $70,131+83.1% |
| Participation rate | 52.3% | 74.2%-21.9pp | 81.9%-29.6pp | 69.5%-17.3pp |
| Annual return | 10.64% | 31.45%-20.8pp | 5155.94%-5145.3pp | 73.14%-62.5pp |
| Employer contribution / active EE | $1,002 | $2,966-66.2% | $4,695-78.7% | $2,342-57.2% |
| Participant deferral / active EE | $6,950 | $5,051+37.6% | $6,247+11.3% | $3,332+108.6% |
| Admin fee / account holder | $4,863 | $5,420-10.3% | $9,243-47.4% | $4,645+4.7% |