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 | $46,336 | $31,310+48.0% | $53,898-14.0% | $74,304-37.6% |
| Participation rate | 16.2% | 30.7%-14.5pp | 55.0%-38.7pp | 60.3%-44.1pp |
| Annual return | 11.72% | 23.16%-11.4pp | 528.60%-516.9pp | 29.43%-17.7pp |
| Employer contribution / active EE | $165 | $450-63.2% | $932-82.2% | $2,241-92.6% |
| Participant deferral / active EE | $493 | $934-47.2% | $1,826-73.0% | $3,767-86.9% |
| Admin fee / account holder | $2,237 | $2,175+2.8% | $2,491-10.2% | $2,969-24.7% |