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 | $109,904 | $77,145+42.5% | $108,410+1.4% | $85,850+28.0% |
| Participation rate | 55.8% | 74.7%-18.9pp | 80.1%-24.3pp | 69.3%-13.5pp |
| Annual return | 9.97% | 44.54%-34.6pp | 905.27%-895.3pp | 318.53%-308.6pp |
| Employer contribution / active EE | $2,176 | $2,379-8.6% | $3,558-38.9% | $2,565-15.2% |
| Participant deferral / active EE | $3,833 | $5,566-31.1% | $6,563-41.6% | $3,952-3.0% |
| Admin fee / account holder | $13,690 | $5,172+164.7% | $7,295+87.7% | $6,260+118.7% |