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 | $50,497 | $27,915+80.9% | $58,482-13.7% | $75,163-32.8% |
| Participation rate | 25.0% | 38.8%-13.8pp | 50.9%-25.9pp | 67.2%-42.2pp |
| Annual return | 13.39% | 44.20%-30.8pp | 4239.32%-4225.9pp | 160.62%-147.2pp |
| Employer contribution / active EE | $196 | $669-70.7% | $1,053-81.4% | $2,670-92.6% |
| Participant deferral / active EE | $871 | $1,201-27.5% | $1,924-54.7% | $4,125-78.9% |
| Admin fee / account holder | $627 | $1,726-63.7% | $2,516-75.1% | $5,651-88.9% |