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 | $177,687 | $175,202+1.4% | $149,673+18.7% | $139,434+27.4% |
| Participation rate | 52.9% | 83.4%-30.4pp | 78.8%-25.8pp | 80.3%-27.4pp |
| Annual return | 8.97% | 166.71%-157.7pp | 134.42%-125.4pp | 372.94%-364.0pp |
| Employer contribution / active EE | $2,264 | $5,474-58.6% | $4,818-53.0% | $4,751-52.3% |
| Participant deferral / active EE | $5,288 | $6,519-18.9% | $5,680-6.9% | $6,710-21.2% |
| Admin fee / account holder | $82,399 | $16,150+410.2% | $13,210+523.8% | $11,403+622.6% |