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 | $140,675 | $90,745+55.0% | $130,231+8.0% | $75,163+87.2% |
| Participation rate | 56.0% | 71.1%-15.1pp | 76.3%-20.3pp | 67.2%-11.2pp |
| Annual return | 13.11% | 34.45%-21.3pp | 38.77%-25.7pp | 160.62%-147.5pp |
| Employer contribution / active EE | $861 | $3,314-74.0% | $4,126-79.1% | $2,670-67.8% |
| Participant deferral / active EE | $3,171 | $5,362-40.9% | $6,799-53.4% | $4,125-23.1% |
| Admin fee / account holder | $16,612 | $6,331+162.4% | $6,020+176.0% | $5,651+194.0% |