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 | $156,008 | $37,426+316.8% | $77,482+101.3% | $79,858+95.4% |
| Participation rate | 2.4% | 41.5%-39.1pp | 54.2%-51.7pp | 69.6%-67.2pp |
| Annual return | 9.09% | 39.70%-30.6pp | 54.79%-45.7pp | 31.71%-22.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $986 | $1,260-21.7% | $1,861-47.0% | $3,740-73.6% |
| Admin fee / account holder | $59,921 | $2,504+2293.0% | $2,858+1996.8% | $5,306+1029.2% |