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 | $166,390 | $111,724+48.9% | $93,606+77.8% | $145,922+14.0% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 5.40% | 202.98%-197.6pp | 133.20%-127.8pp | 561.29%-555.9pp |
| Employer contribution / active EE | $1,147 | $3,090-62.9% | $2,420-52.6% | $4,660-75.4% |
| Participant deferral / active EE | $1,734 | $4,912-64.7% | $4,411-60.7% | $6,688-74.1% |
| Admin fee / account holder | $1,184 | $10,250-88.5% | $8,285-85.7% | $13,397-91.2% |