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 | $104,748 | $85,766+22.1% | $136,294-23.1% | $70,131+49.4% |
| Participation rate | 57.6% | 74.2%-16.6pp | 81.9%-24.3pp | 69.5%-12.0pp |
| Annual return | 14.13% | 31.45%-17.3pp | 5155.94%-5141.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,291 | $2,966-56.5% | $4,695-72.5% | $2,342-44.9% |
| Participant deferral / active EE | $5,651 | $5,051+11.9% | $6,247-9.5% | $3,332+69.6% |
| Admin fee / account holder | $26,705 | $5,420+392.7% | $9,243+188.9% | $4,645+474.9% |