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 | $128,176 | $57,281+123.8% | $86,612+48.0% | $75,163+70.5% |
| Participation rate | 40.7% | 63.2%-22.5pp | 71.7%-31.0pp | 67.2%-26.5pp |
| Annual return | 10.02% | 2670.75%-2660.7pp | 591.07%-581.0pp | 160.62%-150.6pp |
| Employer contribution / active EE | $1,819 | $2,314-21.4% | $3,022-39.8% | $2,670-31.9% |
| Participant deferral / active EE | $4,085 | $3,318+23.1% | $4,438-7.9% | $4,125-1.0% |
| Admin fee / account holder | $78,078 | $4,112+1798.9% | $5,614+1290.7% | $5,651+1281.7% |