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 | $148,178 | $165,335-10.4% | $149,696-1.0% | $158,922-6.8% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 3.50% | 348.15%-344.6pp | 276.60%-273.1pp | 302.83%-299.3pp |
| Employer contribution / active EE | $9,878 | $5,103+93.6% | $4,644+112.7% | $4,761+107.5% |
| Participant deferral / active EE | $2,866 | $7,181-60.1% | $6,842-58.1% | $5,982-52.1% |
| Admin fee / account holder | $766,738 | $10,807+6995.2% | $9,309+8136.8% | $11,246+6718.1% |