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 | $217,080 | $77,899+178.7% | $149,673+45.0% | $75,163+188.8% |
| Participation rate | 34.6% | 65.6%-31.0pp | 78.8%-44.2pp | 67.2%-32.6pp |
| Annual return | 7.28% | 31.72%-24.4pp | 134.42%-127.1pp | 160.62%-153.3pp |
| Employer contribution / active EE | $1,319 | $3,137-57.9% | $4,818-72.6% | $2,670-50.6% |
| Participant deferral / active EE | $2,810 | $3,411-17.6% | $5,680-50.5% | $4,125-31.9% |
| Admin fee / account holder | $170,826 | $5,956+2768.0% | $13,210+1193.2% | $5,651+2923.0% |