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 | $155,937 | $118,849+31.2% | $96,562+61.5% | $167,490-6.9% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 2.34% | 50.49%-48.1pp | 37.78%-35.4pp | 478.56%-476.2pp |
| Employer contribution / active EE | $1,354 | $3,120-56.6% | $2,356-42.5% | $4,837-72.0% |
| Participant deferral / active EE | $5,161 | $4,616+11.8% | $3,849+34.1% | $6,341-18.6% |
| Admin fee / account holder | $40,871 | $8,065+406.8% | $6,181+561.3% | $12,309+232.0% |