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 | $49,731 | $34,932+42.4% | $56,441-11.9% | $74,546-33.3% |
| Participation rate | 23.1% | 32.9%-9.8pp | 52.5%-29.4pp | 67.2%-44.1pp |
| Annual return | 10.55% | 24.90%-14.3pp | 1704.21%-1693.7pp | 1366.03%-1355.5pp |
| Employer contribution / active EE | $169 | $608-72.2% | $1,039-83.7% | $2,624-93.5% |
| Participant deferral / active EE | $946 | $1,173-19.4% | $1,953-51.6% | $4,347-78.3% |
| Admin fee / account holder | $7,006 | $2,359+197.0% | $2,829+147.6% | $1,944+260.5% |