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 | $35,887 | $29,051+23.5% | $52,425-31.5% | $67,986-47.2% |
| Participation rate | 11.2% | 30.4%-19.3pp | 55.6%-44.5pp | 57.2%-46.0pp |
| Annual return | 12.94% | 24.00%-11.1pp | 302.12%-289.2pp | 31.67%-18.7pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $379 | $873-56.6% | $1,790-78.8% | $3,358-88.7% |
| Admin fee / account holder | $304 | $2,113-85.6% | $2,495-87.8% | $3,203-90.5% |