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 | $98,820 | $58,926+67.7% | $97,226+1.6% | $74,495+32.7% |
| Participation rate | 37.6% | 63.5%-25.9pp | 72.7%-35.0pp | 67.2%-29.6pp |
| Annual return | 9.44% | 16.04%-6.6pp | 75.13%-65.7pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $534 | $1,894-71.8% | $2,729-80.4% | $2,623-79.7% |
| Participant deferral / active EE | $1,470 | $3,664-59.9% | $4,264-65.5% | $4,346-66.2% |
| Admin fee / account holder | $5,802 | $1,974+193.9% | $5,654+2.6% | $1,942+198.8% |