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 | $118,870 | $104,907+13.3% | $84,611+40.5% | $152,861-22.2% |
| Participation rate | 40.0% | 74.8%-34.8pp | 68.2%-28.2pp | 82.4%-42.4pp |
| Annual return | 9.71% | 373.79%-364.1pp | 258.74%-249.0pp | 345.32%-335.6pp |
| Employer contribution / active EE | $3,581 | $3,302+8.5% | $2,652+35.0% | $4,762-24.8% |
| Participant deferral / active EE | $8,342 | $4,688+78.0% | $3,899+114.0% | $5,850+42.6% |
| Admin fee / account holder | $75,044 | $6,241+1102.5% | $4,912+1427.7% | $11,596+547.1% |