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 | $143,653 | $104,907+36.9% | $84,611+69.8% | $152,861-6.0% |
| Participation rate | 41.7% | 74.8%-33.2pp | 68.2%-26.6pp | 82.4%-40.8pp |
| Annual return | 7.81% | 373.79%-366.0pp | 258.74%-250.9pp | 345.32%-337.5pp |
| Employer contribution / active EE | $693 | $3,302-79.0% | $2,652-73.9% | $4,762-85.5% |
| Participant deferral / active EE | $976 | $4,688-79.2% | $3,899-75.0% | $5,850-83.3% |
| Admin fee / account holder | $3,746 | $6,241-40.0% | $4,912-23.7% | $11,596-67.7% |