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 | $142,740 | $85,202+67.5% | $172,739-17.4% | $72,985+95.6% |
| Participation rate | 43.8% | 70.1%-26.3pp | 82.6%-38.9pp | 69.5%-25.7pp |
| Annual return | 0.71% | 27.32%-26.6pp | 802.84%-802.1pp | 81.00%-80.3pp |
| Employer contribution / active EE | $1,193 | $3,324-64.1% | $5,143-76.8% | $2,440-51.1% |
| Participant deferral / active EE | $3,316 | $3,260+1.7% | $5,198-36.2% | $3,607-8.1% |
| Admin fee / account holder | $48,608 | $5,884+726.1% | $13,954+248.3% | $5,124+848.6% |