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 | $29,319+32.9% | $52,425-25.7% | $82,448-52.7% |
| Participation rate | 65.2% | 46.9%+18.4pp | 55.6%+9.6pp | 68.1%-2.9pp |
| Annual return | 14.21% | 535.20%-521.0pp | 302.12%-287.9pp | 41.64%-27.4pp |
| Employer contribution / active EE | $489 | $586-16.5% | $914-46.5% | $2,551-80.8% |
| Participant deferral / active EE | $3,859 | $1,171+229.5% | $1,790+115.6% | $4,139-6.8% |
| Admin fee / account holder | $1,793 | $1,962-8.6% | $2,495-28.1% | $7,234-75.2% |