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 | $124,631 | $30,400+310.0% | $53,898+131.2% | $84,808+47.0% |
| Participation rate | 63.0% | 46.4%+16.5pp | 55.0%+8.0pp | 68.3%-5.3pp |
| Annual return | 10.53% | 500.19%-489.7pp | 528.60%-518.1pp | 40.90%-30.4pp |
| Employer contribution / active EE | $3,777 | $603+526.7% | $932+305.3% | $2,631+43.6% |
| Participant deferral / active EE | $10,890 | $1,199+808.6% | $1,826+496.3% | $4,212+158.6% |
| Admin fee / account holder | $47,826 | $1,993+2299.3% | $2,491+1820.1% | $7,344+551.2% |