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 | $75,524 | $57,281+31.8% | $86,612-12.8% | $75,163+0.5% |
| Participation rate | 61.1% | 63.2%-2.1pp | 71.7%-10.6pp | 67.2%-6.1pp |
| Annual return | 9.43% | 2670.75%-2661.3pp | 591.07%-581.6pp | 160.62%-151.2pp |
| Employer contribution / active EE | $2,124 | $2,314-8.2% | $3,022-29.7% | $2,670-20.4% |
| Participant deferral / active EE | $1,236 | $3,318-62.8% | $4,438-72.2% | $4,125-70.0% |
| Admin fee / account holder | $15,313 | $4,112+272.4% | $5,614+172.8% | $5,651+171.0% |