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 | $205,126 | $83,902+144.5% | $167,512+22.5% | $84,808+141.9% |
| Participation rate | 46.7% | 66.5%-19.8pp | 77.1%-30.4pp | 68.3%-21.6pp |
| Annual return | 8.32% | 91.55%-83.2pp | 1615.79%-1607.5pp | 40.90%-32.6pp |
| Employer contribution / active EE | $1,633 | $2,264-27.8% | $3,882-57.9% | $2,631-37.9% |
| Participant deferral / active EE | $3,595 | $4,442-19.1% | $6,405-43.9% | $4,212-14.7% |
| Admin fee / account holder | $85,224 | $7,915+976.7% | $9,769+772.4% | $7,344+1060.5% |