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 | $98,036 | $59,402+65.0% | $93,654+4.7% | $74,546+31.5% |
| Participation rate | 30.9% | 59.7%-28.8pp | 68.7%-37.8pp | 67.2%-36.3pp |
| Annual return | 8.31% | 81.86%-73.5pp | 133.34%-125.0pp | 1366.03%-1357.7pp |
| Employer contribution / active EE | $1,030 | $1,265-18.6% | $2,421-57.5% | $2,624-60.8% |
| Participant deferral / active EE | $1,713 | $3,049-43.8% | $4,413-61.2% | $4,347-60.6% |
| Admin fee / account holder | $33,341 | $3,023+1003.0% | $8,282+302.6% | $1,944+1615.5% |