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 | $64,517 | $49,922+29.2% | $80,569-19.9% | $75,163-14.2% |
| Participation rate | 21.1% | 55.3%-34.3pp | 67.0%-45.9pp | 67.2%-46.1pp |
| Annual return | 12.38% | 34.69%-22.3pp | 935.43%-923.0pp | 160.62%-148.2pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $972 | $2,990-67.5% | $4,447-78.1% | $4,125-76.4% |
| Admin fee / account holder | $11,788 | $3,577+229.5% | $5,377+119.2% | $5,651+108.6% |