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 | $157,038 | $65,685+139.1% | $57,179+174.6% | $273,961-42.7% |
| Participation rate | 0.0% | 78.3%-78.3pp | 75.3%-75.3pp | 83.0%-83.0pp |
| Annual return | -0.50% | 21.99%-22.5pp | 14.59%-15.1pp | 41.45%-42.0pp |
| Employer contribution / active EE | $1,804 | $3,279-45.0% | $2,682-32.7% | $4,869-62.9% |
| Participant deferral / active EE | $7,781 | $3,782+105.7% | $3,096+151.3% | $5,287+47.2% |
| Admin fee / account holder | $1,011 | $4,835-79.1% | $3,139-67.8% | $10,132-90.0% |