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 | $185,528 | $88,751+109.0% | $81,812+126.8% | $145,922+27.1% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.3%-27.9pp | 80.3%-35.8pp |
| Annual return | 1.84% | 1025.40%-1023.6pp | 773.79%-772.0pp | 561.29%-559.4pp |
| Employer contribution / active EE | $3,466 | $3,083+12.4% | $2,912+19.0% | $4,660-25.6% |
| Participant deferral / active EE | $7,195 | $4,643+55.0% | $4,319+66.6% | $6,688+7.6% |
| Admin fee / account holder | $235,487 | $8,415+2698.3% | $7,386+3088.3% | $13,397+1657.8% |