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 5-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 | $85,141 | $72,071+18.1% | $68,368+24.5% | $137,256-38.0% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 3.34% | 353.14%-349.8pp | 292.57%-289.2pp | 220.34%-217.0pp |
| Employer contribution / active EE | $7,098 | $2,788+154.6% | $2,649+167.9% | $4,156+70.8% |
| Participant deferral / active EE | $8,847 | $4,410+100.6% | $4,123+114.6% | $6,407+38.1% |
| Admin fee / account holder | $10,085 | $5,336+89.0% | $5,150+95.8% | $12,270-17.8% |