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 | $138,095 | $102,317+35.0% | $146,958-6.0% | $80,856+70.8% |
| Participation rate | 53.5% | 75.8%-22.3pp | 82.2%-28.7pp | 67.6%-14.1pp |
| Annual return | 5.60% | 134.76%-129.2pp | 418.34%-412.7pp | 35.59%-30.0pp |
| Employer contribution / active EE | $2,012 | $3,713-45.8% | $4,933-59.2% | $2,755-26.9% |
| Participant deferral / active EE | $4,502 | $6,644-32.2% | $8,070-44.2% | $4,296+4.8% |
| Admin fee / account holder | $625 | $7,941-92.1% | $12,998-95.2% | $6,918-91.0% |