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 | $62,411 | $27,915+123.6% | $58,482+6.7% | $75,163-17.0% |
| Participation rate | 37.9% | 38.8%-0.9pp | 50.9%-12.9pp | 67.2%-29.3pp |
| Annual return | 14.89% | 44.20%-29.3pp | 4239.32%-4224.4pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,211 | $669+81.0% | $1,053+14.9% | $2,670-54.7% |
| Participant deferral / active EE | $2,640 | $1,201+119.8% | $1,924+37.2% | $4,125-36.0% |
| Admin fee / account holder | $2,067 | $1,726+19.8% | $2,516-17.8% | $5,651-63.4% |