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 | $124,293 | $93,571+32.8% | $135,903-8.5% | $75,163+65.4% |
| Participation rate | 68.0% | 75.2%-7.2pp | 81.9%-13.9pp | 67.2%+0.8pp |
| Annual return | 13.05% | 30.90%-17.9pp | 68.23%-55.2pp | 160.62%-147.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,933 | $6,404-7.4% | $7,758-23.5% | $4,125+43.8% |
| Admin fee / account holder | $27,606 | $6,975+295.8% | $10,762+156.5% | $5,651+388.5% |