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 | $127,445 | $83,369+52.9% | $105,223+21.1% | $67,986+87.5% |
| Participation rate | 42.0% | 56.3%-14.2pp | 75.0%-33.0pp | 57.2%-15.2pp |
| Annual return | 12.03% | 24.64%-12.6pp | 180.65%-168.6pp | 31.67%-19.6pp |
| Employer contribution / active EE | $4,601 | $2,541+81.1% | $3,689+24.8% | $2,019+127.9% |
| Participant deferral / active EE | $4,308 | $3,295+30.7% | $5,072-15.1% | $3,358+28.3% |
| Admin fee / account holder | $19,061 | $4,073+368.0% | $8,859+115.2% | $3,203+495.1% |