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 | $37,933 | $27,915+35.9% | $58,482-35.1% | $75,163-49.5% |
| Participation rate | 49.2% | 38.8%+10.4pp | 50.9%-1.7pp | 67.2%-18.0pp |
| Annual return | 12.05% | 44.20%-32.2pp | 4239.32%-4227.3pp | 160.62%-148.6pp |
| Employer contribution / active EE | $295 | $669-55.9% | $1,053-72.0% | $2,670-88.9% |
| Participant deferral / active EE | $1,808 | $1,201+50.5% | $1,924-6.0% | $4,125-56.2% |
| Admin fee / account holder | $4,335 | $1,726+151.2% | $2,516+72.3% | $5,651-23.3% |