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 | $95,852 | $68,346+40.2% | $94,646+1.3% | $75,163+27.5% |
| Participation rate | 64.3% | 76.1%-11.8pp | 80.8%-16.5pp | 67.2%-2.9pp |
| Annual return | 15.60% | 616.93%-601.3pp | 156.71%-141.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,633 | $2,701-2.5% | $3,672-28.3% | $2,670-1.4% |
| Participant deferral / active EE | $4,713 | $6,537-27.9% | $7,418-36.5% | $4,125+14.2% |
| Admin fee / account holder | $13,873 | $5,326+160.5% | $7,231+91.9% | $5,651+145.5% |