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 | $122,393 | $61,774+98.1% | $97,226+25.9% | $80,856+51.4% |
| Participation rate | 43.7% | 63.5%-19.8pp | 72.7%-29.0pp | 67.6%-24.0pp |
| Annual return | 10.11% | -557.90%+568.0pp | 75.13%-65.0pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,068 | $1,837-41.9% | $2,729-60.9% | $2,755-61.2% |
| Participant deferral / active EE | $5,969 | $3,029+97.1% | $4,264+40.0% | $4,296+38.9% |
| Admin fee / account holder | $29,157 | $5,166+464.4% | $5,654+415.7% | $6,918+321.5% |