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 | $179,627 | $65,561+174.0% | $86,188+108.4% | $75,163+139.0% |
| Participation rate | 58.6% | 60.5%-1.9pp | 69.0%-10.3pp | 67.2%-8.6pp |
| Annual return | 11.98% | 46.05%-34.1pp | 1168.45%-1156.5pp | 160.62%-148.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,339 | $3,024+43.5% | $3,985+8.9% | $4,125+5.2% |
| Admin fee / account holder | $20,223 | $5,474+269.4% | $6,852+195.2% | $5,651+257.9% |