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 | $36,636 | $27,915+31.2% | $58,482-37.4% | $75,163-51.3% |
| Participation rate | 40.9% | 38.8%+2.1pp | 50.9%-9.9pp | 67.2%-26.3pp |
| Annual return | 14.83% | 44.20%-29.4pp | 4239.32%-4224.5pp | 160.62%-145.8pp |
| Employer contribution / active EE | $722 | $669+8.0% | $1,053-31.4% | $2,670-72.9% |
| Participant deferral / active EE | $793 | $1,201-34.0% | $1,924-58.8% | $4,125-80.8% |
| Admin fee / account holder | $1,465 | $1,726-15.1% | $2,516-41.8% | $5,651-74.1% |