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 | $140,017 | $118,849+17.8% | $96,562+45.0% | $167,490-16.4% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 1.19% | 50.49%-49.3pp | 37.78%-36.6pp | 478.56%-477.4pp |
| Employer contribution / active EE | $2,152 | $3,120-31.0% | $2,356-8.7% | $4,837-55.5% |
| Participant deferral / active EE | $5,045 | $4,616+9.3% | $3,849+31.1% | $6,341-20.4% |
| Admin fee / account holder | $30,928 | $8,065+283.5% | $6,181+400.4% | $12,309+151.3% |