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 | $61,571 | $30,400+102.5% | $53,898+14.2% | $84,808-27.4% |
| Participation rate | 14.3% | 46.4%-32.2pp | 55.0%-40.7pp | 68.3%-54.0pp |
| Annual return | 14.13% | 500.19%-486.1pp | 528.60%-514.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $304 | $603-49.6% | $932-67.4% | $2,631-88.5% |
| Participant deferral / active EE | $575 | $1,199-52.0% | $1,826-68.5% | $4,212-86.3% |
| Admin fee / account holder | $3,835 | $1,993+92.4% | $2,491+53.9% | $7,344-47.8% |