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 | $54,083 | $27,915+93.7% | $58,482-7.5% | $75,163-28.0% |
| Participation rate | 22.1% | 38.8%-16.7pp | 50.9%-28.8pp | 67.2%-45.1pp |
| Annual return | 13.85% | 44.20%-30.4pp | 4239.32%-4225.5pp | 160.62%-146.8pp |
| Employer contribution / active EE | $509 | $669-24.0% | $1,053-51.7% | $2,670-80.9% |
| Participant deferral / active EE | $1,441 | $1,201+20.0% | $1,924-25.1% | $4,125-65.1% |
| Admin fee / account holder | $22,617 | $1,726+1210.7% | $2,516+798.9% | $5,651+300.2% |