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 | $183,142 | $122,239+49.8% | $184,203-0.6% | $74,495+145.8% |
| Participation rate | 41.7% | 85.5%-43.7pp | 86.8%-45.1pp | 67.2%-25.5pp |
| Annual return | 11.91% | 19.95%-8.0pp | 28.81%-16.9pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $2,116 | $4,537-53.4% | $6,427-67.1% | $2,623-19.3% |
| Participant deferral / active EE | $4,414 | $7,139-38.2% | $9,131-51.7% | $4,346+1.6% |
| Admin fee / account holder | $7,360 | $1,260+484.3% | $13,901-47.1% | $1,942+279.0% |