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 | $106,584+24.0% | $101,326+30.4% | $142,382-7.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 6.10% | 36.93%-30.8pp | 36.82%-30.7pp | 217.08%-211.0pp |
| Employer contribution / active EE | $1,592 | $3,956-59.8% | $3,665-56.6% | $4,299-63.0% |
| Participant deferral / active EE | $7,132 | $8,297-14.0% | $7,994-10.8% | $6,507+9.6% |
| Admin fee / account holder | $166,194 | $11,446+1352.0% | $11,185+1385.9% | $12,624+1216.5% |