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 9-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 | $43,361 | $27,915+55.3% | $58,482-25.9% | $75,163-42.3% |
| Participation rate | 19.3% | 38.8%-19.6pp | 50.9%-31.6pp | 67.2%-47.9pp |
| Annual return | 13.44% | 44.20%-30.8pp | 4239.32%-4225.9pp | 160.62%-147.2pp |
| Employer contribution / active EE | $410 | $669-38.8% | $1,053-61.1% | $2,670-84.7% |
| Participant deferral / active EE | $1,095 | $1,201-8.9% | $1,924-43.1% | $4,125-73.5% |
| Admin fee / account holder | $6,590 | $1,726+281.9% | $2,516+161.9% | $5,651+16.6% |