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 | $133,320 | $105,998+25.8% | $92,233+44.5% | $147,584-9.7% |
| Participation rate | 31.6% | 80.4%-48.8pp | 76.5%-44.9pp | 82.8%-51.2pp |
| Annual return | 9.43% | 50.05%-40.6pp | 176.28%-166.9pp | 578.55%-569.1pp |
| Employer contribution / active EE | $1,266 | $4,333-70.8% | $3,679-65.6% | $4,876-74.0% |
| Participant deferral / active EE | $1,266 | $4,478-71.7% | $3,897-67.5% | $5,439-76.7% |
| Admin fee / account holder | $554 | $6,332-91.3% | $5,194-89.3% | $10,885-94.9% |