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 9-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 | $60,897 | $29,051+109.6% | $52,425+16.2% | $67,986-10.4% |
| Participation rate | 14.7% | 30.4%-15.7pp | 55.6%-40.9pp | 57.2%-42.5pp |
| Annual return | 13.93% | 24.00%-10.1pp | 302.12%-288.2pp | 31.67%-17.7pp |
| Employer contribution / active EE | $345 | $412-16.1% | $914-62.2% | $2,019-82.9% |
| Participant deferral / active EE | $728 | $873-16.6% | $1,790-59.3% | $3,358-78.3% |
| Admin fee / account holder | $6,619 | $2,113+213.3% | $2,495+165.3% | $3,203+106.6% |