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 | $126,166 | $102,317+23.3% | $146,958-14.1% | $80,856+56.0% |
| Participation rate | 61.3% | 75.8%-14.5pp | 82.2%-20.9pp | 67.6%-6.3pp |
| Annual return | 9.67% | 134.76%-125.1pp | 418.34%-408.7pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,641 | $3,713-55.8% | $4,933-66.7% | $2,755-40.4% |
| Participant deferral / active EE | $3,872 | $6,644-41.7% | $8,070-52.0% | $4,296-9.9% |
| Admin fee / account holder | $22,275 | $7,941+180.5% | $12,998+71.4% | $6,918+222.0% |