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 | $109,465 | $105,181+4.1% | $159,436-31.3% | $85,850+27.5% |
| Participation rate | 64.3% | 75.8%-11.5pp | 82.8%-18.5pp | 69.3%-5.0pp |
| Annual return | 10.03% | 45.07%-35.0pp | 263.57%-253.5pp | 318.53%-308.5pp |
| Employer contribution / active EE | $2,136 | $3,318-35.6% | $4,829-55.8% | $2,565-16.7% |
| Participant deferral / active EE | $3,910 | $5,945-34.2% | $7,352-46.8% | $3,952-1.1% |
| Admin fee / account holder | $18,285 | $6,933+163.7% | $10,799+69.3% | $6,260+192.1% |