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 8-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 | $38,967 | $30,400+28.2% | $53,898-27.7% | $84,808-54.1% |
| Participation rate | 65.2% | 46.4%+18.8pp | 55.0%+10.3pp | 68.3%-3.1pp |
| Annual return | 14.21% | 500.19%-486.0pp | 528.60%-514.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $489 | $603-18.8% | $932-47.5% | $2,631-81.4% |
| Participant deferral / active EE | $3,859 | $1,199+222.0% | $1,826+111.3% | $4,212-8.4% |
| Admin fee / account holder | $1,793 | $1,993-10.1% | $2,491-28.0% | $7,344-75.6% |