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 | $167,287 | $83,902+99.4% | $167,512-0.1% | $84,808+97.3% |
| Participation rate | 46.4% | 66.5%-20.1pp | 77.1%-30.7pp | 68.3%-21.9pp |
| Annual return | 13.15% | 91.55%-78.4pp | 1615.79%-1602.6pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,200 | $2,264-47.0% | $3,882-69.1% | $2,631-54.4% |
| Participant deferral / active EE | $5,510 | $4,442+24.0% | $6,405-14.0% | $4,212+30.8% |
| Admin fee / account holder | $36,228 | $7,915+357.7% | $9,769+270.8% | $7,344+393.3% |