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 | $117,779 | $75,828+55.3% | $147,614-20.2% | $59,632+97.5% |
| Participation rate | 62.9% | 71.6%-8.7pp | 84.6%-21.8pp | 68.7%-5.8pp |
| Annual return | -3.52% | 0.37%-3.9pp | 61.98%-65.5pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,540 | $3,130+13.1% | $4,895-27.7% | $3,192+10.9% |
| Admin fee / account holder | $7,021 | $5,985+17.3% | $11,611-39.5% | $4,297+63.4% |