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 | $130,725 | $107,334+21.8% | $92,893+40.7% | $152,861-14.5% |
| Participation rate | 58.3% | 79.8%-21.5pp | 76.0%-17.7pp | 82.4%-24.1pp |
| Annual return | 2.69% | 145.58%-142.9pp | 109.41%-106.7pp | 345.32%-342.6pp |
| Employer contribution / active EE | $1,132 | $4,221-73.2% | $3,653-69.0% | $4,762-76.2% |
| Participant deferral / active EE | $1,907 | $4,845-60.6% | $4,236-55.0% | $5,850-67.4% |
| Admin fee / account holder | $18,009 | $7,079+154.4% | $5,794+210.8% | $11,596+55.3% |