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 | $145,875 | $112,881+29.2% | $90,951+60.4% | $158,922-8.2% |
| Participation rate | 68.8% | 74.7%-6.0pp | 69.0%-0.3pp | 82.0%-13.2pp |
| Annual return | 2.10% | 215.79%-213.7pp | 134.60%-132.5pp | 302.83%-300.7pp |
| Employer contribution / active EE | $1,330 | $2,893-54.0% | $2,122-37.3% | $4,761-72.1% |
| Participant deferral / active EE | $5,686 | $4,128+37.8% | $3,373+68.6% | $5,982-4.9% |
| Admin fee / account holder | $1,189 | $8,041-85.2% | $5,959-80.0% | $11,246-89.4% |