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 | $70,408 | $54,590+29.0% | $81,930-14.1% | $73,488-4.2% |
| Participation rate | 35.5% | 68.3%-32.9pp | 72.0%-36.5pp | 70.7%-35.2pp |
| Annual return | 9.67% | 17.74%-8.1pp | 29.49%-19.8pp | 28.51%-18.8pp |
| Employer contribution / active EE | $664 | $1,636-59.4% | $4,310-84.6% | $2,270-70.7% |
| Participant deferral / active EE | $1,287 | $2,759-53.3% | $7,107-81.9% | $3,740-65.6% |
| Admin fee / account holder | $11,539 | $592+1849.1% | $5,158+123.7% | $513+2149.0% |