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 8-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 | $168,952 | $83,902+101.4% | $167,512+0.9% | $84,808+99.2% |
| Participation rate | 21.9% | 66.5%-44.6pp | 77.1%-55.2pp | 68.3%-46.4pp |
| Annual return | 11.78% | 91.55%-79.8pp | 1615.79%-1604.0pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,337 | $2,264-40.9% | $3,882-65.6% | $2,631-49.2% |
| Participant deferral / active EE | $3,016 | $4,442-32.1% | $6,405-52.9% | $4,212-28.4% |
| Admin fee / account holder | $17,849 | $7,915+125.5% | $9,769+82.7% | $7,344+143.0% |