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 | $141,227 | $99,985+41.2% | $146,665-3.7% | $85,850+64.5% |
| Participation rate | 61.5% | 73.1%-11.5pp | 80.1%-18.5pp | 69.3%-7.8pp |
| Annual return | 9.60% | 18.93%-9.3pp | 22.74%-13.1pp | 318.53%-308.9pp |
| Employer contribution / active EE | $2,015 | $2,559-21.2% | $4,136-51.3% | $2,565-21.4% |
| Participant deferral / active EE | $5,686 | $4,006+42.0% | $5,506+3.3% | $3,952+43.9% |
| Admin fee / account holder | $63,427 | $7,702+723.5% | $10,280+517.0% | $6,260+913.2% |