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 | $160,771 | $111,814+43.8% | $103,374+55.5% | $145,959+10.1% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 7.89% | 24.77%-16.9pp | 24.89%-17.0pp | 561.95%-554.1pp |
| Employer contribution / active EE | $1,672 | $4,214-60.3% | $3,869-56.8% | $4,661-64.1% |
| Participant deferral / active EE | $5,758 | $5,618+2.5% | $5,058+13.8% | $6,689-13.9% |
| Admin fee / account holder | $14,105 | $9,754+44.6% | $8,394+68.0% | $13,398+5.3% |