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 | $81,460 | $27,915+191.8% | $58,482+39.3% | $75,163+8.4% |
| Participation rate | 36.7% | 38.8%-2.2pp | 50.9%-14.2pp | 67.2%-30.5pp |
| Annual return | 8.81% | 44.20%-35.4pp | 4239.32%-4230.5pp | 160.62%-151.8pp |
| Employer contribution / active EE | $475 | $669-29.1% | $1,053-54.9% | $2,670-82.2% |
| Participant deferral / active EE | $635 | $1,201-47.2% | $1,924-67.0% | $4,125-84.6% |
| Admin fee / account holder | $4,024 | $1,726+133.2% | $2,516+59.9% | $5,651-28.8% |