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 | $181,182 | $103,376+75.3% | $87,100+108.0% | $152,861+18.5% |
| Participation rate | 52.9% | 79.3%-26.4pp | 76.9%-23.9pp | 82.4%-29.5pp |
| Annual return | 7.82% | 28.10%-20.3pp | 28.19%-20.4pp | 345.32%-337.5pp |
| Employer contribution / active EE | $12,208 | $3,220+279.1% | $2,521+384.2% | $4,762+156.3% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,850-100.0% |
| Admin fee / account holder | $18,814 | $12,205+54.1% | $7,497+151.0% | $11,596+62.2% |