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 | $207,055 | $80,812+156.2% | $160,784+28.8% | $82,448+151.1% |
| Participation rate | 46.9% | 66.2%-19.4pp | 77.0%-30.1pp | 68.1%-21.2pp |
| Annual return | 12.31% | 100.59%-88.3pp | 1803.92%-1791.6pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,028 | $2,174-52.7% | $3,733-72.5% | $2,551-59.7% |
| Participant deferral / active EE | $4,113 | $4,335-5.1% | $6,293-34.6% | $4,139-0.6% |
| Admin fee / account holder | $3,290 | $7,695-57.2% | $9,717-66.1% | $7,234-54.5% |