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 | $135,890 | $83,902+62.0% | $167,512-18.9% | $84,808+60.2% |
| Participation rate | 52.6% | 66.5%-13.8pp | 77.1%-24.4pp | 68.3%-15.7pp |
| Annual return | 10.51% | 91.55%-81.0pp | 1615.79%-1605.3pp | 40.90%-30.4pp |
| Employer contribution / active EE | $2,607 | $2,264+15.2% | $3,882-32.8% | $2,631-0.9% |
| Participant deferral / active EE | $5,214 | $4,442+17.4% | $6,405-18.6% | $4,212+23.8% |
| Admin fee / account holder | $64,021 | $7,915+708.9% | $9,769+555.4% | $7,344+771.8% |