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 | $190,178 | $29,667+541.1% | $56,441+237.0% | $80,874+135.2% |
| Participation rate | 16.3% | 41.7%-25.3pp | 52.5%-36.2pp | 67.6%-51.3pp |
| Annual return | 10.26% | 35.22%-25.0pp | 1704.21%-1694.0pp | 35.62%-25.4pp |
| Employer contribution / active EE | $450 | $669-32.8% | $1,039-56.7% | $2,756-83.7% |
| Participant deferral / active EE | $1,024 | $1,227-16.5% | $1,953-47.6% | $4,297-76.2% |
| Admin fee / account holder | $12,884 | $2,429+430.3% | $2,829+355.4% | $6,935+85.8% |