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 | $86,210 | $62,327+38.3% | $120,354-28.4% | $74,495+15.7% |
| Participation rate | 58.6% | 56.8%+1.8pp | 71.9%-13.3pp | 67.2%-8.6pp |
| Annual return | 10.39% | 18.61%-8.2pp | 107.15%-96.8pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $2,362 | $1,843+28.1% | $3,463-31.8% | $2,623-10.0% |
| Participant deferral / active EE | $3,061 | $2,893+5.8% | $4,991-38.7% | $4,346-29.6% |
| Admin fee / account holder | $10,218 | $2,396+326.5% | $9,423+8.4% | $1,942+426.2% |