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 8-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 | $110,464 | $85,022+29.9% | $70,515+56.7% | $139,434-20.8% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 8.13% | 30.38%-22.3pp | 32.77%-24.6pp | 372.94%-364.8pp |
| Employer contribution / active EE | $1,030 | $3,909-73.7% | $2,973-65.4% | $4,751-78.3% |
| Participant deferral / active EE | $4,994 | $5,890-15.2% | $4,567+9.4% | $6,710-25.6% |
| Admin fee / account holder | $47,109 | $8,906+429.0% | $6,412+634.7% | $11,403+313.1% |