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 | $158,100 | $96,635+63.6% | $86,612+82.5% | $139,434+13.4% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 10.19% | 106.41%-96.2pp | 591.07%-580.9pp | 372.94%-362.8pp |
| Employer contribution / active EE | $1,994 | $3,263-38.9% | $3,022-34.0% | $4,751-58.0% |
| Participant deferral / active EE | $1,682 | $4,836-65.2% | $4,438-62.1% | $6,710-74.9% |
| Admin fee / account holder | $286,332 | $6,408+4368.5% | $5,614+5000.1% | $11,403+2411.1% |