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 | $151,914 | $96,635+57.2% | $86,612+75.4% | $139,434+9.0% |
| Participation rate | 35.7% | 74.4%-38.7pp | 71.7%-36.0pp | 80.3%-44.6pp |
| Annual return | 1.79% | 106.41%-104.6pp | 591.07%-589.3pp | 372.94%-371.1pp |
| Employer contribution / active EE | $1,480 | $3,263-54.7% | $3,022-51.0% | $4,751-68.9% |
| Participant deferral / active EE | $3,888 | $4,836-19.6% | $4,438-12.4% | $6,710-42.1% |
| Admin fee / account holder | $57,438 | $6,408+796.4% | $5,614+923.1% | $11,403+403.7% |