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 8-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 | $122,680 | $77,899+57.5% | $149,673-18.0% | $75,163+63.2% |
| Participation rate | 2.9% | 65.6%-62.6pp | 78.8%-75.8pp | 67.2%-64.3pp |
| Annual return | 12.41% | 31.72%-19.3pp | 134.42%-122.0pp | 160.62%-148.2pp |
| Employer contribution / active EE | $982 | $3,137-68.7% | $4,818-79.6% | $2,670-63.2% |
| Participant deferral / active EE | $2,343 | $3,411-31.3% | $5,680-58.8% | $4,125-43.2% |
| Admin fee / account holder | $44,694 | $5,956+650.4% | $13,210+238.3% | $5,651+690.9% |