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 | $152,529 | $65,409+133.2% | $98,442+54.9% | $85,850+77.7% |
| Participation rate | 58.8% | 65.0%-6.2pp | 73.3%-14.5pp | 69.3%-10.5pp |
| Annual return | 11.39% | 21.76%-10.4pp | 1492.73%-1481.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $2,845 | $2,168+31.2% | $2,960-3.9% | $2,565+10.9% |
| Participant deferral / active EE | $1,364 | $3,166-56.9% | $4,276-68.1% | $3,952-65.5% |
| Admin fee / account holder | $13,283 | $4,593+189.2% | $5,949+123.3% | $6,260+112.2% |