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 | $111,309 | $114,381-2.7% | $107,525+3.5% | $142,382-21.8% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.1%-12.6pp | 80.1%-17.6pp |
| Annual return | 7.65% | 242.71%-235.1pp | 181.32%-173.7pp | 217.08%-209.4pp |
| Employer contribution / active EE | $3,488 | $4,015-13.1% | $3,754-7.1% | $4,299-18.9% |
| Participant deferral / active EE | $10,881 | $5,564+95.6% | $5,116+112.7% | $6,507+67.2% |
| Admin fee / account holder | $225,800 | $9,860+2190.0% | $8,919+2431.8% | $12,624+1688.7% |