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 | $139,637 | $34,934+299.7% | $56,411+147.5% | $74,495+87.4% |
| Participation rate | 21.0% | 32.8%-11.8pp | 52.5%-31.5pp | 67.2%-46.2pp |
| Annual return | 10.49% | 25.94%-15.5pp | 1701.33%-1690.8pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $724 | $609+18.9% | $1,039-30.3% | $2,623-72.4% |
| Participant deferral / active EE | $1,405 | $1,170+20.1% | $1,952-28.0% | $4,346-67.7% |
| Admin fee / account holder | $23,474 | $2,364+893.1% | $2,829+729.8% | $1,942+1108.9% |