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 | $37,263 | $30,400+22.6% | $53,898-30.9% | $84,808-56.1% |
| Participation rate | 20.8% | 46.4%-25.6pp | 55.0%-34.1pp | 68.3%-47.5pp |
| Annual return | 12.32% | 500.19%-487.9pp | 528.60%-516.3pp | 40.90%-28.6pp |
| Employer contribution / active EE | $436 | $603-27.6% | $932-53.2% | $2,631-83.4% |
| Participant deferral / active EE | $1,201 | $1,199+0.2% | $1,826-34.2% | $4,212-71.5% |
| Admin fee / account holder | $3,211 | $1,993+61.1% | $2,491+28.9% | $7,344-56.3% |