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 | $110,604 | $125,758-12.1% | $169,993-34.9% | $75,163+47.2% |
| Participation rate | 62.2% | 83.6%-21.4pp | 87.0%-24.8pp | 67.2%-5.0pp |
| Annual return | 12.06% | 27.20%-15.1pp | 53.37%-41.3pp | 160.62%-148.6pp |
| Employer contribution / active EE | $1,507 | $4,615-67.3% | $6,785-77.8% | $2,670-43.5% |
| Participant deferral / active EE | $4,414 | $6,837-35.5% | $10,408-57.6% | $4,125+7.0% |
| Admin fee / account holder | $33,868 | $8,173+314.4% | $12,815+164.3% | $5,651+499.3% |