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 | $140,442 | $102,317+37.3% | $146,958-4.4% | $80,856+73.7% |
| Participation rate | 65.7% | 75.8%-10.1pp | 82.2%-16.4pp | 67.6%-1.9pp |
| Annual return | 9.64% | 134.76%-125.1pp | 418.34%-408.7pp | 35.59%-26.0pp |
| Employer contribution / active EE | $993 | $3,713-73.2% | $4,933-79.9% | $2,755-63.9% |
| Participant deferral / active EE | $5,037 | $6,644-24.2% | $8,070-37.6% | $4,296+17.2% |
| Admin fee / account holder | $19,383 | $7,941+144.1% | $12,998+49.1% | $6,918+180.2% |