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 9-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 | $46,230 | $29,660+55.9% | $56,411-18.0% | $80,856-42.8% |
| Participation rate | 50.6% | 41.6%+9.0pp | 52.5%-1.8pp | 67.6%-17.0pp |
| Annual return | 9.81% | 35.23%-25.4pp | 1701.33%-1691.5pp | 35.59%-25.8pp |
| Employer contribution / active EE | $290 | $669-56.7% | $1,039-72.1% | $2,755-89.5% |
| Participant deferral / active EE | $730 | $1,226-40.5% | $1,952-62.6% | $4,296-83.0% |
| Admin fee / account holder | $501 | $2,428-79.4% | $2,829-82.3% | $6,918-92.8% |