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 | $143,327 | $111,814+28.2% | $93,654+53.0% | $145,959-1.8% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 7.51% | 203.30%-195.8pp | 133.34%-125.8pp | 561.95%-554.4pp |
| Employer contribution / active EE | $2,870 | $3,092-7.2% | $2,421+18.5% | $4,661-38.4% |
| Participant deferral / active EE | $6,203 | $4,914+26.2% | $4,413+40.6% | $6,689-7.3% |
| Admin fee / account holder | $1,138 | $10,246-88.9% | $8,282-86.3% | $13,398-91.5% |