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 | $157,149 | $105,998+48.3% | $92,233+70.4% | $147,584+6.5% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 9.23% | 50.05%-40.8pp | 176.28%-167.0pp | 578.55%-569.3pp |
| Employer contribution / active EE | $1,091 | $4,333-74.8% | $3,679-70.3% | $4,876-77.6% |
| Participant deferral / active EE | $6,857 | $4,478+53.1% | $3,897+76.0% | $5,439+26.1% |
| Admin fee / account holder | $1,637 | $6,332-74.2% | $5,194-68.5% | $10,885-85.0% |