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 | $164,624 | $89,753+83.4% | $107,525+53.1% | $84,808+94.1% |
| Participation rate | 53.3% | 68.1%-14.7pp | 75.1%-21.7pp | 68.3%-15.0pp |
| Annual return | 12.87% | 29.48%-16.6pp | 181.32%-168.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,922 | $3,113-38.3% | $3,754-48.8% | $2,631-26.9% |
| Participant deferral / active EE | $5,265 | $4,056+29.8% | $5,116+2.9% | $4,212+25.0% |
| Admin fee / account holder | $41,556 | $7,222+475.4% | $8,919+365.9% | $7,344+465.9% |