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 | $32,569 | $60,323-46.0% | $81,812-60.2% | $74,495-56.3% |
| Participation rate | 23.5% | 62.9%-39.3pp | 72.3%-48.8pp | 67.2%-43.7pp |
| Annual return | 9.84% | 16.90%-7.1pp | 773.79%-764.0pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $483 | $2,620-81.6% | $2,912-83.4% | $2,623-81.6% |
| Participant deferral / active EE | $905 | $3,387-73.3% | $4,319-79.0% | $4,346-79.2% |
| Admin fee / account holder | $1,435 | $1,486-3.4% | $7,386-80.6% | $1,942-26.1% |