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 | $29,319+27.1% | $52,425-28.9% | $82,448-54.8% |
| Participation rate | 20.8% | 46.9%-26.0pp | 55.6%-34.8pp | 68.1%-47.2pp |
| Annual return | 12.32% | 535.20%-522.9pp | 302.12%-289.8pp | 41.64%-29.3pp |
| Employer contribution / active EE | $436 | $586-25.6% | $914-52.3% | $2,551-82.9% |
| Participant deferral / active EE | $1,201 | $1,171+2.6% | $1,790-32.9% | $4,139-71.0% |
| Admin fee / account holder | $3,211 | $1,962+63.6% | $2,495+28.7% | $7,234-55.6% |