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 5-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 | $106,746 | $49,922+113.8% | $80,569+32.5% | $75,163+42.0% |
| Participation rate | 7.6% | 55.3%-47.7pp | 67.0%-59.4pp | 67.2%-59.6pp |
| Annual return | 12.65% | 34.69%-22.0pp | 935.43%-922.8pp | 160.62%-148.0pp |
| Employer contribution / active EE | $457 | $1,698-73.1% | $2,723-83.2% | $2,670-82.9% |
| Participant deferral / active EE | $918 | $2,990-69.3% | $4,447-79.4% | $4,125-77.8% |
| Admin fee / account holder | $59,653 | $3,577+1567.6% | $5,377+1009.4% | $5,651+955.6% |