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 | $75,526 | $49,173+53.6% | $121,098-37.6% | $75,163+0.5% |
| Participation rate | 46.2% | 55.4%-9.2pp | 69.5%-23.3pp | 67.2%-21.0pp |
| Annual return | 13.17% | 55.99%-42.8pp | 985.75%-972.6pp | 160.62%-147.4pp |
| Employer contribution / active EE | $513 | $1,546-66.8% | $4,164-87.7% | $2,670-80.8% |
| Participant deferral / active EE | $1,628 | $2,628-38.1% | $4,080-60.1% | $4,125-60.5% |
| Admin fee / account holder | $23,690 | $3,942+501.0% | $5,644+319.7% | $5,651+319.2% |