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 8-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 | $32,846 | $30,400+8.0% | $53,898-39.1% | $84,808-61.3% |
| Participation rate | 25.0% | 46.4%-21.4pp | 55.0%-30.0pp | 68.3%-43.3pp |
| Annual return | 9.11% | 500.19%-491.1pp | 528.60%-519.5pp | 40.90%-31.8pp |
| Employer contribution / active EE | $443 | $603-26.6% | $932-52.5% | $2,631-83.2% |
| Participant deferral / active EE | $1,062 | $1,199-11.4% | $1,826-41.8% | $4,212-74.8% |
| Admin fee / account holder | $4,413 | $1,993+121.4% | $2,491+77.2% | $7,344-39.9% |