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 | $102,411 | $198,466-48.4% | $170,442-39.9% | $147,584-30.6% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 8.34% | 257.29%-249.0pp | 205.93%-197.6pp | 578.55%-570.2pp |
| Employer contribution / active EE | $3,025 | $6,184-51.1% | $5,433-44.3% | $4,876-38.0% |
| Participant deferral / active EE | $3,781 | $5,629-32.8% | $4,939-23.5% | $5,439-30.5% |
| Admin fee / account holder | $93,433 | $16,852+454.4% | $13,880+573.1% | $10,885+758.3% |