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 | $135,272 | $25,014+440.8% | $69,701+94.1% | $80,874+67.3% |
| Participation rate | 10.2% | 64.2%-54.1pp | 66.4%-56.3pp | 67.6%-57.5pp |
| Annual return | 10.66% | 19.07%-8.4pp | 100.32%-89.7pp | 35.62%-25.0pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,713-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,232 | $1,839-33.0% | $2,887-57.3% | $4,297-71.3% |
| Admin fee / account holder | $1,459 | $2,488-41.4% | $4,717-69.1% | $6,935-79.0% |