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 | $143,862 | $34,934+311.8% | $56,411+155.0% | $74,495+93.1% |
| Participation rate | 34.5% | 32.8%+1.7pp | 52.5%-17.9pp | 67.2%-32.7pp |
| Annual return | 9.22% | 25.94%-16.7pp | 1701.33%-1692.1pp | 1364.94%-1355.7pp |
| Employer contribution / active EE | $337 | $609-44.6% | $1,039-67.5% | $2,623-87.1% |
| Participant deferral / active EE | $1,355 | $1,170+15.8% | $1,952-30.6% | $4,346-68.8% |
| Admin fee / account holder | $1,714 | $2,364-27.5% | $2,829-39.4% | $1,942-11.7% |