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 | $76,482 | $29,319+160.9% | $52,425+45.9% | $82,448-7.2% |
| Participation rate | 25.8% | 46.9%-21.0pp | 55.6%-29.8pp | 68.1%-42.3pp |
| Annual return | 13.93% | 535.20%-521.3pp | 302.12%-288.2pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,223 | $1,171+89.8% | $1,790+24.1% | $4,139-46.3% |
| Admin fee / account holder | $2,023 | $1,962+3.1% | $2,495-18.9% | $7,234-72.0% |