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 | $118,617 | $185,822-36.2% | $169,993-30.2% | $139,434-14.9% |
| Participation rate | 62.5% | 87.8%-25.3pp | 87.0%-24.5pp | 80.3%-17.8pp |
| Annual return | 10.79% | 60.50%-49.7pp | 53.37%-42.6pp | 372.94%-362.2pp |
| Employer contribution / active EE | $1,948 | $7,590-74.3% | $6,785-71.3% | $4,751-59.0% |
| Participant deferral / active EE | $3,942 | $11,622-66.1% | $10,408-62.1% | $6,710-41.3% |
| Admin fee / account holder | $30,520 | $15,381+98.4% | $12,815+138.2% | $11,403+167.7% |