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 | $141,362 | $105,998+33.4% | $92,233+53.3% | $147,584-4.2% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 5.61% | 50.05%-44.4pp | 176.28%-170.7pp | 578.55%-572.9pp |
| Employer contribution / active EE | $2,085 | $4,333-51.9% | $3,679-43.3% | $4,876-57.2% |
| Participant deferral / active EE | $2,742 | $4,478-38.8% | $3,897-29.6% | $5,439-49.6% |
| Admin fee / account holder | $23,307 | $6,332+268.1% | $5,194+348.8% | $10,885+114.1% |