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 | $109,354 | $105,181+4.0% | $159,436-31.4% | $85,850+27.4% |
| Participation rate | 54.9% | 75.8%-20.9pp | 82.8%-27.9pp | 69.3%-14.4pp |
| Annual return | 11.66% | 45.07%-33.4pp | 263.57%-251.9pp | 318.53%-306.9pp |
| Employer contribution / active EE | $767 | $3,318-76.9% | $4,829-84.1% | $2,565-70.1% |
| Participant deferral / active EE | $10,170 | $5,945+71.1% | $7,352+38.3% | $3,952+157.4% |
| Admin fee / account holder | $23,017 | $6,933+232.0% | $10,799+113.1% | $6,260+267.7% |