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 | $165,012 | $56,114+194.1% | $96,139+71.6% | $85,850+92.2% |
| Participation rate | 41.7% | 56.7%-15.1pp | 68.4%-26.8pp | 69.3%-27.6pp |
| Annual return | 11.27% | 42.30%-31.0pp | 191.94%-180.7pp | 318.53%-307.3pp |
| Employer contribution / active EE | $853 | $1,620-47.3% | $2,797-69.5% | $2,565-66.7% |
| Participant deferral / active EE | $4,287 | $2,859+49.9% | $4,349-1.4% | $3,952+8.5% |
| Admin fee / account holder | $16,406 | $3,768+335.4% | $5,537+196.3% | $6,260+162.1% |