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 | $119,204 | $74,888+59.2% | $71,209+67.4% | $142,382-16.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 8.80% | 345.14%-336.3pp | 282.51%-273.7pp | 217.08%-208.3pp |
| Employer contribution / active EE | $7,039 | $2,854+146.6% | $2,721+158.7% | $4,299+63.7% |
| Participant deferral / active EE | $7,551 | $4,454+69.5% | $4,175+80.8% | $6,507+16.0% |
| Admin fee / account holder | $13,870 | $5,568+149.1% | $5,349+159.3% | $12,624+9.9% |