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 | $148,460 | $80,812+83.7% | $160,784-7.7% | $82,448+80.1% |
| Participation rate | 27.1% | 66.2%-39.1pp | 77.0%-49.8pp | 68.1%-40.9pp |
| Annual return | 12.61% | 100.59%-88.0pp | 1803.92%-1791.3pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,020 | $4,335-7.3% | $6,293-36.1% | $4,139-2.9% |
| Admin fee / account holder | $9,996 | $7,695+29.9% | $9,717+2.9% | $7,234+38.2% |