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 | $188,682 | $63,861+195.5% | $104,607+80.4% | $79,858+136.3% |
| Participation rate | 60.7% | 64.9%-4.2pp | 74.1%-13.4pp | 69.6%-8.9pp |
| Annual return | 9.51% | 21.30%-11.8pp | 340.46%-331.0pp | 31.71%-22.2pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,986 | $2,693+10.8% | $3,740-20.2% | $3,740-20.2% |
| Admin fee / account holder | $20,021 | $4,185+378.4% | $6,473+209.3% | $5,306+277.3% |