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 | $148,801 | $91,190+63.2% | $178,490-16.6% | $79,858+86.3% |
| Participation rate | 63.3% | 69.2%-5.9pp | 81.9%-18.6pp | 69.6%-6.3pp |
| Annual return | 6.58% | 24.19%-17.6pp | 151.07%-144.5pp | 31.71%-25.1pp |
| Employer contribution / active EE | $1,767 | $3,256-45.7% | $5,011-64.7% | $2,471-28.5% |
| Participant deferral / active EE | $4,430 | $3,236+36.9% | $5,202-14.8% | $3,740+18.5% |
| Admin fee / account holder | $57,216 | $6,751+747.5% | $13,984+309.2% | $5,306+978.3% |