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 | $66,740 | $30,400+119.5% | $53,898+23.8% | $84,808-21.3% |
| Participation rate | 31.8% | 46.4%-14.6pp | 55.0%-23.1pp | 68.3%-36.5pp |
| Annual return | 12.26% | 500.19%-487.9pp | 528.60%-516.3pp | 40.90%-28.6pp |
| Employer contribution / active EE | $179 | $603-70.3% | $932-80.8% | $2,631-93.2% |
| Participant deferral / active EE | $820 | $1,199-31.6% | $1,826-55.1% | $4,212-80.5% |
| Admin fee / account holder | $1,429 | $1,993-28.3% | $2,491-42.6% | $7,344-80.5% |