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 | $49,994 | $39,019+28.1% | $80,716-38.1% | $85,850-41.8% |
| Participation rate | 40.6% | 41.5%-0.9pp | 54.2%-13.5pp | 69.3%-28.7pp |
| Annual return | 11.05% | 26.27%-15.2pp | 87.28%-76.2pp | 318.53%-307.5pp |
| Employer contribution / active EE | $891 | $722+23.5% | $1,160-23.2% | $2,565-65.2% |
| Participant deferral / active EE | $1,747 | $1,326+31.8% | $2,146-18.6% | $3,952-55.8% |
| Admin fee / account holder | $975 | $2,431-59.9% | $3,380-71.2% | $6,260-84.4% |