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 | $151,156 | $63,346+138.6% | $92,233+63.9% | $70,131+115.5% |
| Participation rate | 54.3% | 68.7%-14.4pp | 76.5%-22.2pp | 69.5%-15.3pp |
| Annual return | 8.11% | 530.12%-522.0pp | 176.28%-168.2pp | 73.14%-65.0pp |
| Employer contribution / active EE | $1,559 | $2,471-36.9% | $3,679-57.6% | $2,342-33.5% |
| Participant deferral / active EE | $4,896 | $2,854+71.6% | $3,897+25.7% | $3,332+47.0% |
| Admin fee / account holder | $1,324 | $3,840-65.5% | $5,194-74.5% | $4,645-71.5% |