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 | $202,551 | $124,425+62.8% | $112,040+80.8% | $137,256+47.6% |
| Participation rate | 30.0% | 79.3%-49.3pp | 76.5%-46.5pp | 80.0%-50.0pp |
| Annual return | 6.93% | 24.72%-17.8pp | 24.52%-17.6pp | 220.34%-213.4pp |
| Employer contribution / active EE | $999 | $3,411-70.7% | $2,954-66.2% | $4,156-76.0% |
| Participant deferral / active EE | $3,967 | $5,718-30.6% | $5,098-22.2% | $6,407-38.1% |
| Admin fee / account holder | $183,635 | $15,207+1107.6% | $12,098+1417.9% | $12,270+1396.6% |