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 | $145,642 | $104,974+38.7% | $95,585+52.4% | $142,382+2.3% |
| Participation rate | 68.4% | 75.0%-6.5pp | 72.1%-3.7pp | 80.1%-11.7pp |
| Annual return | 9.47% | 210.33%-200.9pp | 38.56%-29.1pp | 217.08%-207.6pp |
| Employer contribution / active EE | $2,505 | $2,779-9.9% | $2,527-0.9% | $4,299-41.7% |
| Participant deferral / active EE | $4,126 | $4,352-5.2% | $4,023+2.6% | $6,507-36.6% |
| Admin fee / account holder | $84,599 | $6,386+1224.7% | $6,127+1280.7% | $12,624+570.2% |