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 | $132,115 | $100,970+30.8% | $96,576+36.8% | $137,256-3.7% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 6.10% | 38.16%-32.1pp | 38.47%-32.4pp | 220.34%-214.2pp |
| Employer contribution / active EE | $1,592 | $3,809-58.2% | $3,553-55.2% | $4,156-61.7% |
| Participant deferral / active EE | $7,132 | $8,286-13.9% | $7,956-10.4% | $6,407+11.3% |
| Admin fee / account holder | $166,194 | $11,312+1369.2% | $11,381+1360.3% | $12,270+1254.5% |