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 | $46,680 | $31,310+49.1% | $53,898-13.4% | $74,304-37.2% |
| Participation rate | 16.0% | 30.7%-14.7pp | 55.0%-39.0pp | 60.3%-44.4pp |
| Annual return | 12.08% | 23.16%-11.1pp | 528.60%-516.5pp | 29.43%-17.4pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $475 | $934-49.2% | $1,826-74.0% | $3,767-87.4% |
| Admin fee / account holder | $3,597 | $2,175+65.3% | $2,491+44.4% | $2,969+21.2% |