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 | $41,153 | $29,548+39.3% | $56,411-27.0% | $77,643-47.0% |
| Participation rate | 18.1% | 32.7%-14.6pp | 52.5%-34.4pp | 70.6%-52.5pp |
| Annual return | 9.49% | 19.01%-9.5pp | 1701.33%-1691.8pp | 31.24%-21.7pp |
| Employer contribution / active EE | $181 | $568-68.0% | $1,039-82.5% | $2,726-93.3% |
| Participant deferral / active EE | $700 | $1,061-34.0% | $1,952-64.1% | $4,647-84.9% |
| Admin fee / account holder | $2,572 | $1,046+145.9% | $2,829-9.1% | $430+497.6% |