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 | $170,409 | $126,574+34.6% | $106,213+60.4% | $145,922+16.8% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 7.41% | 224.79%-217.4pp | 116.14%-108.7pp | 561.29%-553.9pp |
| Employer contribution / active EE | $1,319 | $3,730-64.6% | $3,171-58.4% | $4,660-71.7% |
| Participant deferral / active EE | $4,368 | $5,724-23.7% | $5,016-12.9% | $6,688-34.7% |
| Admin fee / account holder | $628 | $17,304-96.4% | $11,033-94.3% | $13,397-95.3% |