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 | $31,310+14.6% | $53,898-33.4% | $74,304-51.7% |
| Participation rate | 11.2% | 30.7%-19.5pp | 55.0%-43.8pp | 60.3%-49.2pp |
| Annual return | 12.94% | 23.16%-10.2pp | 528.60%-515.7pp | 29.43%-16.5pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $379 | $934-59.5% | $1,826-79.3% | $3,767-89.9% |
| Admin fee / account holder | $304 | $2,175-86.0% | $2,491-87.8% | $2,969-89.8% |