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 | $133,796 | $60,488+121.2% | $109,895+21.7% | $79,386+68.5% |
| Participation rate | 57.7% | 67.0%-9.4pp | 74.2%-16.5pp | 70.7%-13.0pp |
| Annual return | 10.44% | 189.57%-179.1pp | 29.45%-19.0pp | 116.85%-106.4pp |
| Employer contribution / active EE | $1,394 | $1,649-15.4% | $2,842-50.9% | $2,427-42.6% |
| Participant deferral / active EE | $4,132 | $3,220+28.3% | $4,048+2.1% | $4,046+2.1% |
| Admin fee / account holder | $8,798 | $605+1355.3% | $6,066+45.0% | $626+1304.4% |