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 | $162,899 | $209,411-22.2% | $178,490-8.7% | $158,922+2.5% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 5.66% | 188.75%-183.1pp | 151.07%-145.4pp | 302.83%-297.2pp |
| Employer contribution / active EE | $1,657 | $5,706-71.0% | $5,011-66.9% | $4,761-65.2% |
| Participant deferral / active EE | $5,454 | $5,954-8.4% | $5,202+4.9% | $5,982-8.8% |
| Admin fee / account holder | $1,103 | $17,074-93.5% | $13,984-92.1% | $11,246-90.2% |