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 | $159,161 | $102,317+55.6% | $146,958+8.3% | $80,856+96.8% |
| Participation rate | 68.8% | 75.8%-7.1pp | 82.2%-13.4pp | 67.6%+1.1pp |
| Annual return | 10.24% | 134.76%-124.5pp | 418.34%-408.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,350 | $3,713-36.7% | $4,933-52.4% | $2,755-14.7% |
| Participant deferral / active EE | $7,735 | $6,644+16.4% | $8,070-4.1% | $4,296+80.1% |
| Admin fee / account holder | $14,732 | $7,941+85.5% | $12,998+13.3% | $6,918+112.9% |