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 | $165,172 | $114,047+44.8% | $96,139+71.8% | $167,490-1.4% |
| Participation rate | 54.5% | 75.1%-20.5pp | 68.4%-13.9pp | 82.1%-27.6pp |
| Annual return | 0.11% | 189.88%-189.8pp | 191.94%-191.8pp | 478.56%-478.4pp |
| Employer contribution / active EE | $1,632 | $3,427-52.4% | $2,797-41.6% | $4,837-66.3% |
| Participant deferral / active EE | $2,898 | $5,194-44.2% | $4,349-33.4% | $6,341-54.3% |
| Admin fee / account holder | $1,180 | $6,897-82.9% | $5,537-78.7% | $12,309-90.4% |