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 3-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 | $34,419 | $29,660+16.0% | $56,411-39.0% | $80,856-57.4% |
| Participation rate | 18.4% | 41.6%-23.3pp | 52.5%-34.1pp | 67.6%-49.2pp |
| Annual return | 3.06% | 35.23%-32.2pp | 1701.33%-1698.3pp | 35.59%-32.5pp |
| Employer contribution / active EE | $444 | $669-33.6% | $1,039-57.2% | $2,755-83.9% |
| Participant deferral / active EE | $349 | $1,226-71.5% | $1,952-82.1% | $4,296-91.9% |
| Admin fee / account holder | $54,939 | $2,428+2163.2% | $2,829+1842.2% | $6,918+694.2% |