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 | $155,849 | $86,286+80.6% | $111,297+40.0% | $85,850+81.5% |
| Participation rate | 58.8% | 73.3%-14.5pp | 77.3%-18.5pp | 69.3%-10.5pp |
| Annual return | -4.00% | 19.99%-24.0pp | 54.65%-58.6pp | 318.53%-322.5pp |
| Employer contribution / active EE | $4,801 | $2,043+135.0% | $2,731+75.8% | $2,565+87.2% |
| Participant deferral / active EE | $6,487 | $3,641+78.2% | $4,487+44.6% | $3,952+64.2% |
| Admin fee / account holder | $13,078 | $8,188+59.7% | $7,964+64.2% | $6,260+108.9% |