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 | $168,089 | $104,664+60.6% | $85,682+96.2% | $167,490+0.4% |
| Participation rate | 28.6% | 76.4%-47.8pp | 69.9%-41.3pp | 82.1%-53.5pp |
| Annual return | 8.01% | 21.45%-13.4pp | 21.49%-13.5pp | 478.56%-470.5pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,151 | $4,824-55.4% | $3,923-45.2% | $6,341-66.1% |
| Admin fee / account holder | $150,123 | $10,032+1396.4% | $6,873+2084.3% | $12,309+1119.6% |