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 | $142,549 | $65,561+117.4% | $86,188+65.4% | $75,163+89.7% |
| Participation rate | 52.5% | 60.5%-8.0pp | 69.0%-16.5pp | 67.2%-14.7pp |
| Annual return | 9.76% | 46.05%-36.3pp | 1168.45%-1158.7pp | 160.62%-150.9pp |
| Employer contribution / active EE | $4,481 | $1,553+188.6% | $2,380+88.3% | $2,670+67.9% |
| Participant deferral / active EE | $4,629 | $3,024+53.1% | $3,985+16.2% | $4,125+12.2% |
| Admin fee / account holder | $11,368 | $5,474+107.7% | $6,852+65.9% | $5,651+101.2% |