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 | $56,626 | $30,732+84.3% | $59,496-4.8% | $59,632-5.0% |
| Participation rate | 10.3% | 43.2%-32.9pp | 54.6%-44.2pp | 68.7%-58.3pp |
| Annual return | -4.44% | 4.47%-8.9pp | 182.05%-186.5pp | 2041.28%-2045.7pp |
| Employer contribution / active EE | $199 | $631-68.4% | $1,153-82.7% | $2,203-91.0% |
| Participant deferral / active EE | $1,434 | $1,183+21.2% | $1,829-21.6% | $3,192-55.1% |
| Admin fee / account holder | $1,357 | $2,136-36.5% | $2,232-39.2% | $4,297-68.4% |