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 | $62,251 | $27,915+123.0% | $58,482+6.4% | $75,163-17.2% |
| Participation rate | 21.2% | 38.8%-17.6pp | 50.9%-29.6pp | 67.2%-46.0pp |
| Annual return | 14.86% | 44.20%-29.3pp | 4239.32%-4224.5pp | 160.62%-145.8pp |
| Employer contribution / active EE | $426 | $669-36.4% | $1,053-59.6% | $2,670-84.1% |
| Participant deferral / active EE | $869 | $1,201-27.7% | $1,924-54.8% | $4,125-78.9% |
| Admin fee / account holder | $355 | $1,726-79.5% | $2,516-85.9% | $5,651-93.7% |