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 | $35,987 | $29,660+21.3% | $56,411-36.2% | $80,856-55.5% |
| Participation rate | 16.7% | 41.6%-25.0pp | 52.5%-35.8pp | 67.6%-51.0pp |
| Annual return | 4.22% | 35.23%-31.0pp | 1701.33%-1697.1pp | 35.59%-31.4pp |
| Employer contribution / active EE | $273 | $669-59.2% | $1,039-73.7% | $2,755-90.1% |
| Participant deferral / active EE | $733 | $1,226-40.2% | $1,952-62.4% | $4,296-82.9% |
| Admin fee / account holder | $33,607 | $2,428+1284.4% | $2,829+1088.0% | $6,918+385.8% |