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 | $103,827 | $31,310+231.6% | $53,898+92.6% | $74,304+39.7% |
| Participation rate | 22.8% | 30.7%-7.8pp | 55.0%-32.1pp | 60.3%-37.5pp |
| Annual return | 14.05% | 23.16%-9.1pp | 528.60%-514.5pp | 29.43%-15.4pp |
| Employer contribution / active EE | $660 | $450+46.7% | $932-29.2% | $2,241-70.6% |
| Participant deferral / active EE | $1,118 | $934+19.6% | $1,826-38.8% | $3,767-70.3% |
| Admin fee / account holder | $11,107 | $2,175+410.6% | $2,491+345.9% | $2,969+274.1% |