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 3-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 | $115,529 | $58,208+98.5% | $81,812+41.2% | $80,856+42.9% |
| Participation rate | 20.0% | 63.4%-43.4pp | 72.3%-52.3pp | 67.6%-47.6pp |
| Annual return | 9.42% | 41.66%-32.2pp | 773.79%-764.4pp | 35.59%-26.2pp |
| Employer contribution / active EE | $380 | $2,340-83.7% | $2,912-86.9% | $2,755-86.2% |
| Participant deferral / active EE | $799 | $3,281-75.7% | $4,319-81.5% | $4,296-81.4% |
| Admin fee / account holder | $34,600 | $4,981+594.6% | $7,386+368.4% | $6,918+400.1% |