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 | $154,839 | $102,317+51.3% | $146,958+5.4% | $80,856+91.5% |
| Participation rate | 67.3% | 75.8%-8.5pp | 82.2%-14.8pp | 67.6%-0.3pp |
| Annual return | 11.67% | 134.76%-123.1pp | 418.34%-406.7pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,867 | $3,713-22.8% | $4,933-41.9% | $2,755+4.1% |
| Participant deferral / active EE | $6,620 | $6,644-0.4% | $8,070-18.0% | $4,296+54.1% |
| Admin fee / account holder | $31,822 | $7,941+300.7% | $12,998+144.8% | $6,918+360.0% |