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 | $142,600 | $102,317+39.4% | $146,958-3.0% | $80,856+76.4% |
| Participation rate | 43.8% | 75.8%-32.1pp | 82.2%-38.4pp | 67.6%-23.9pp |
| Annual return | 10.43% | 134.76%-124.3pp | 418.34%-407.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,793 | $3,713-24.8% | $4,933-43.4% | $2,755+1.4% |
| Participant deferral / active EE | $6,298 | $6,644-5.2% | $8,070-22.0% | $4,296+46.6% |
| Admin fee / account holder | $29,091 | $7,941+266.3% | $12,998+123.8% | $6,918+320.5% |