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 | $146,114 | $106,515+37.2% | $96,683+51.1% | $139,434+4.8% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.3%-54.3pp | 80.3%-60.3pp |
| Annual return | 10.86% | 38.43%-27.6pp | 35.69%-24.8pp | 372.94%-362.1pp |
| Employer contribution / active EE | $1,300 | $4,103-68.3% | $3,737-65.2% | $4,751-72.6% |
| Participant deferral / active EE | $3,725 | $5,454-31.7% | $4,878-23.6% | $6,710-44.5% |
| Admin fee / account holder | $132,458 | $7,877+1581.6% | $6,730+1868.3% | $11,403+1061.7% |