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 | $107,218 | $101,317+5.8% | $146,958-27.0% | $74,495+43.9% |
| Participation rate | 46.9% | 75.5%-28.6pp | 82.2%-35.3pp | 67.2%-20.3pp |
| Annual return | 12.35% | 8730.91%-8718.6pp | 418.34%-406.0pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,407 | $3,810-63.1% | $4,933-71.5% | $2,623-46.3% |
| Participant deferral / active EE | $3,702 | $7,303-49.3% | $8,070-54.1% | $4,346-14.8% |
| Admin fee / account holder | $4,617 | $1,739+165.5% | $12,998-64.5% | $1,942+137.8% |