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 | $114,950 | $31,310+267.1% | $53,898+113.3% | $74,304+54.7% |
| Participation rate | 23.4% | 30.7%-7.2pp | 55.0%-31.5pp | 60.3%-36.9pp |
| Annual return | 8.74% | 23.16%-14.4pp | 528.60%-519.9pp | 29.43%-20.7pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,058 | $934+13.2% | $1,826-42.1% | $3,767-71.9% |
| Admin fee / account holder | $23,321 | $2,175+972.0% | $2,491+836.3% | $2,969+685.5% |