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 | $100,589 | $49,922+101.5% | $80,569+24.8% | $75,163+33.8% |
| Participation rate | 40.5% | 55.3%-14.8pp | 67.0%-26.5pp | 67.2%-26.7pp |
| Annual return | 14.08% | 34.69%-20.6pp | 935.43%-921.4pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,181 | $1,698-30.4% | $2,723-56.6% | $2,670-55.8% |
| Participant deferral / active EE | $4,142 | $2,990+38.5% | $4,447-6.9% | $4,125+0.4% |
| Admin fee / account holder | $35,027 | $3,577+879.2% | $5,377+551.4% | $5,651+519.8% |