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 | $127,332 | $111,724+14.0% | $93,606+36.0% | $145,922-12.7% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-46.9pp |
| Annual return | 6.06% | 202.98%-196.9pp | 133.20%-127.1pp | 561.29%-555.2pp |
| Employer contribution / active EE | $1,024 | $3,090-66.8% | $2,420-57.7% | $4,660-78.0% |
| Participant deferral / active EE | $1,979 | $4,912-59.7% | $4,411-55.1% | $6,688-70.4% |
| Admin fee / account holder | $11,365 | $10,250+10.9% | $8,285+37.2% | $13,397-15.2% |