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 | $147,465 | $117,841+25.1% | $102,423+44.0% | $145,922+1.1% |
| Participation rate | 52.4% | 78.6%-26.2pp | 76.5%-24.1pp | 80.3%-27.9pp |
| Annual return | 7.84% | 31.65%-23.8pp | 29.32%-21.5pp | 561.29%-553.4pp |
| Employer contribution / active EE | $2,241 | $3,615-38.0% | $3,023-25.9% | $4,660-51.9% |
| Participant deferral / active EE | $3,330 | $5,731-41.9% | $5,053-34.1% | $6,688-50.2% |
| Admin fee / account holder | $4,858 | $13,326-63.5% | $9,451-48.6% | $13,397-63.7% |