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 | $179,776 | $96,484+86.3% | $75,886+136.9% | $152,861+17.6% |
| Participation rate | 28.6% | 76.2%-47.6pp | 69.3%-40.7pp | 82.4%-53.9pp |
| Annual return | 6.66% | 33.98%-27.3pp | 30.76%-24.1pp | 345.32%-338.7pp |
| Employer contribution / active EE | $10,714 | $3,309+223.8% | $2,500+328.5% | $4,762+125.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $235,770 | $8,078+2818.7% | $5,418+4251.3% | $11,596+1933.1% |