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 | $144,345 | $74,888+92.7% | $71,209+102.7% | $142,382+1.4% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.1%-24.6pp |
| Annual return | 10.68% | 345.14%-334.5pp | 282.51%-271.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,736 | $2,854-39.2% | $2,721-36.2% | $4,299-59.6% |
| Participant deferral / active EE | $2,669 | $4,454-40.1% | $4,175-36.1% | $6,507-59.0% |
| Admin fee / account holder | $171,481 | $5,568+2979.6% | $5,349+3106.0% | $12,624+1258.4% |