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 | $150,086 | $53,516+180.5% | $126,539+18.6% | $84,808+77.0% |
| Participation rate | 45.6% | 58.2%-12.7pp | 69.8%-24.3pp | 68.3%-22.8pp |
| Annual return | 10.84% | 58.34%-47.5pp | 425.95%-415.1pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,434 | $1,535-6.6% | $3,674-61.0% | $2,631-45.5% |
| Participant deferral / active EE | $2,447 | $2,671-8.4% | $4,083-40.1% | $4,212-41.9% |
| Admin fee / account holder | $20,606 | $4,497+358.3% | $6,065+239.8% | $7,344+180.6% |