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 | $44,058 | $31,310+40.7% | $53,898-18.3% | $74,304-40.7% |
| Participation rate | 29.5% | 30.7%-1.2pp | 55.0%-25.5pp | 60.3%-30.9pp |
| Annual return | 13.61% | 23.16%-9.5pp | 528.60%-515.0pp | 29.43%-15.8pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,072 | $934+14.7% | $1,826-41.3% | $3,767-71.6% |
| Admin fee / account holder | $3,800 | $2,175+74.7% | $2,491+52.6% | $2,969+28.0% |