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 | $152,512 | $112,096+36.1% | $95,952+58.9% | $158,922-4.0% |
| Participation rate | 69.2% | 79.0%-9.7pp | 77.1%-7.8pp | 82.0%-12.7pp |
| Annual return | 2.91% | 171.09%-168.2pp | 91.61%-88.7pp | 302.83%-299.9pp |
| Employer contribution / active EE | $1,450 | $3,198-54.6% | $2,541-42.9% | $4,761-69.5% |
| Participant deferral / active EE | $5,800 | $4,784+21.2% | $4,167+39.2% | $5,982-3.0% |
| Admin fee / account holder | $19,662 | $10,130+94.1% | $6,795+189.3% | $11,246+74.8% |