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 | $82,027 | $70,756+15.9% | $65,493+25.2% | $142,382-42.4% |
| Participation rate | 45.5% | 77.4%-31.9pp | 73.1%-27.6pp | 80.1%-34.7pp |
| Annual return | 10.95% | 1754.89%-1743.9pp | 982.45%-971.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,348 | $2,881-53.2% | $2,574-47.6% | $4,299-68.6% |
| Participant deferral / active EE | $2,652 | $4,637-42.8% | $3,961-33.1% | $6,507-59.3% |
| Admin fee / account holder | $48,922 | $6,559+645.9% | $5,028+872.9% | $12,624+287.5% |