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 | $44,161 | $29,660+48.9% | $56,411-21.7% | $80,856-45.4% |
| Participation rate | 34.5% | 41.6%-7.2pp | 52.5%-18.0pp | 67.6%-33.2pp |
| Annual return | 7.98% | 35.23%-27.3pp | 1701.33%-1693.4pp | 35.59%-27.6pp |
| Employer contribution / active EE | $1,083 | $669+61.8% | $1,039+4.2% | $2,755-60.7% |
| Participant deferral / active EE | $2,214 | $1,226+80.6% | $1,952+13.4% | $4,296-48.5% |
| Admin fee / account holder | $35,150 | $2,428+1348.0% | $2,829+1142.6% | $6,918+408.1% |