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 | $142,591 | $117,841+21.0% | $102,423+39.2% | $145,922-2.3% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 6.56% | 31.65%-25.1pp | 29.32%-22.8pp | 561.29%-554.7pp |
| Employer contribution / active EE | $2,993 | $3,615-17.2% | $3,023-1.0% | $4,660-35.8% |
| Participant deferral / active EE | $7,454 | $5,731+30.1% | $5,053+47.5% | $6,688+11.5% |
| Admin fee / account holder | $82,162 | $13,326+516.6% | $9,451+769.4% | $13,397+513.3% |