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 | $123,457 | $102,317+20.7% | $146,958-16.0% | $80,856+52.7% |
| Participation rate | 54.3% | 75.8%-21.5pp | 82.2%-27.8pp | 67.6%-13.3pp |
| Annual return | 11.51% | 134.76%-123.2pp | 418.34%-406.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,571 | $3,713-30.8% | $4,933-47.9% | $2,755-6.7% |
| Participant deferral / active EE | $5,250 | $6,644-21.0% | $8,070-34.9% | $4,296+22.2% |
| Admin fee / account holder | $48,906 | $7,941+515.9% | $12,998+276.3% | $6,918+606.9% |