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 | $117,822 | $29,660+297.2% | $56,411+108.9% | $80,856+45.7% |
| Participation rate | 51.0% | 41.6%+9.3pp | 52.5%-1.5pp | 67.6%-16.7pp |
| Annual return | 8.85% | 35.23%-26.4pp | 1701.33%-1692.5pp | 35.59%-26.7pp |
| Employer contribution / active EE | $196 | $669-70.7% | $1,039-81.2% | $2,755-92.9% |
| Participant deferral / active EE | $922 | $1,226-24.8% | $1,952-52.7% | $4,296-78.5% |
| Admin fee / account holder | $63,869 | $2,428+2531.1% | $2,829+2157.8% | $6,918+823.2% |