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 | $152,146 | $27,915+445.0% | $58,482+160.2% | $75,163+102.4% |
| Participation rate | 65.9% | 38.8%+27.0pp | 50.9%+15.0pp | 67.2%-1.3pp |
| Annual return | 12.27% | 44.20%-31.9pp | 4239.32%-4227.0pp | 160.62%-148.4pp |
| Employer contribution / active EE | $365 | $669-45.5% | $1,053-65.4% | $2,670-86.3% |
| Participant deferral / active EE | $1,130 | $1,201-5.9% | $1,924-41.3% | $4,125-72.6% |
| Admin fee / account holder | $8,331 | $1,726+382.8% | $2,516+231.1% | $5,651+47.4% |