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 | $229,739 | $102,317+124.5% | $146,958+56.3% | $80,856+184.1% |
| Participation rate | 13.8% | 75.8%-62.0pp | 82.2%-68.4pp | 67.6%-53.8pp |
| Annual return | 9.42% | 134.76%-125.3pp | 418.34%-408.9pp | 35.59%-26.2pp |
| Employer contribution / active EE | $4,904 | $3,713+32.1% | $4,933-0.6% | $2,755+78.0% |
| Participant deferral / active EE | $7,326 | $6,644+10.3% | $8,070-9.2% | $4,296+70.5% |
| Admin fee / account holder | $80,820 | $7,941+917.7% | $12,998+521.8% | $6,918+1068.3% |