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 | $137,263 | $81,625+68.2% | $167,512-18.1% | $74,304+84.7% |
| Participation rate | 59.4% | 60.0%-0.7pp | 77.1%-17.7pp | 60.3%-1.0pp |
| Annual return | 12.37% | 26.09%-13.7pp | 1615.79%-1603.4pp | 29.43%-17.1pp |
| Employer contribution / active EE | $878 | $2,010-56.3% | $3,882-77.4% | $2,241-60.8% |
| Participant deferral / active EE | $3,512 | $4,115-14.6% | $6,405-45.2% | $3,767-6.8% |
| Admin fee / account holder | $19,963 | $3,474+474.6% | $9,769+104.4% | $2,969+572.4% |