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 | $124,833 | $88,751+40.7% | $81,812+52.6% | $145,922-14.5% |
| Participation rate | 52.9% | 75.0%-22.1pp | 72.3%-19.4pp | 80.3%-27.3pp |
| Annual return | 9.38% | 1025.40%-1016.0pp | 773.79%-764.4pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,787 | $3,083-42.1% | $2,912-38.6% | $4,660-61.7% |
| Participant deferral / active EE | $4,474 | $4,643-3.6% | $4,319+3.6% | $6,688-33.1% |
| Admin fee / account holder | $140,780 | $8,415+1572.9% | $7,386+1806.1% | $13,397+950.8% |