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 | $90,848 | $27,915+225.4% | $58,482+55.3% | $75,163+20.9% |
| Participation rate | 18.5% | 38.8%-20.3pp | 50.9%-32.3pp | 67.2%-48.7pp |
| Annual return | 12.93% | 44.20%-31.3pp | 4239.32%-4226.4pp | 160.62%-147.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $543 | $1,201-54.8% | $1,924-71.8% | $4,125-86.8% |
| Admin fee / account holder | $6,709 | $1,726+288.8% | $2,516+166.6% | $5,651+18.7% |