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 | $229,284 | $112,096+104.5% | $95,952+139.0% | $158,922+44.3% |
| Participation rate | 55.6% | 79.0%-23.4pp | 77.1%-21.5pp | 82.0%-26.4pp |
| Annual return | 5.42% | 171.09%-165.7pp | 91.61%-86.2pp | 302.83%-297.4pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,806 | $4,784-41.4% | $4,167-32.7% | $5,982-53.1% |
| Admin fee / account holder | $7,603 | $10,130-25.0% | $6,795+11.9% | $11,246-32.4% |