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 | $135,828 | $102,317+32.8% | $146,958-7.6% | $80,856+68.0% |
| Participation rate | 64.9% | 75.8%-10.9pp | 82.2%-17.2pp | 67.6%-2.7pp |
| Annual return | 10.91% | 134.76%-123.9pp | 418.34%-407.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $2,816 | $3,713-24.2% | $4,933-42.9% | $2,755+2.2% |
| Participant deferral / active EE | $6,603 | $6,644-0.6% | $8,070-18.2% | $4,296+53.7% |
| Admin fee / account holder | $20,071 | $7,941+152.7% | $12,998+54.4% | $6,918+190.1% |