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 | $153,431 | $27,915+449.6% | $58,482+162.4% | $75,163+104.1% |
| Participation rate | 8.9% | 38.8%-29.9pp | 50.9%-42.0pp | 67.2%-58.3pp |
| Annual return | 14.30% | 44.20%-29.9pp | 4239.32%-4225.0pp | 160.62%-146.3pp |
| Employer contribution / active EE | $323 | $669-51.7% | $1,053-69.3% | $2,670-87.9% |
| Participant deferral / active EE | $1,839 | $1,201+53.1% | $1,924-4.4% | $4,125-55.4% |
| Admin fee / account holder | $1,094 | $1,726-36.6% | $2,516-56.5% | $5,651-80.6% |