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 | $137,193 | $89,753+52.9% | $107,525+27.6% | $84,808+61.8% |
| Participation rate | 35.7% | 68.1%-32.3pp | 75.1%-39.4pp | 68.3%-32.6pp |
| Annual return | 10.57% | 29.48%-18.9pp | 181.32%-170.8pp | 40.90%-30.3pp |
| Employer contribution / active EE | $1,376 | $3,113-55.8% | $3,754-63.3% | $2,631-47.7% |
| Participant deferral / active EE | $3,028 | $4,056-25.3% | $5,116-40.8% | $4,212-28.1% |
| Admin fee / account holder | $21,794 | $7,222+201.8% | $8,919+144.4% | $7,344+196.8% |