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 | $109,860 | $175,202-37.3% | $149,673-26.6% | $139,434-21.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 6.34% | 166.71%-160.4pp | 134.42%-128.1pp | 372.94%-366.6pp |
| Employer contribution / active EE | $9,421 | $5,474+72.1% | $4,818+95.5% | $4,751+98.3% |
| Participant deferral / active EE | $9,421 | $6,519+44.5% | $5,680+65.9% | $6,710+40.4% |
| Admin fee / account holder | $195,103 | $16,150+1108.1% | $13,210+1377.0% | $11,403+1611.1% |