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 | $37,066 | $27,915+32.8% | $58,482-36.6% | $75,163-50.7% |
| Participation rate | 51.2% | 38.8%+12.4pp | 50.9%+0.4pp | 67.2%-15.9pp |
| Annual return | 13.88% | 44.20%-30.3pp | 4239.32%-4225.4pp | 160.62%-146.7pp |
| Employer contribution / active EE | $980 | $669+46.5% | $1,053-6.9% | $2,670-63.3% |
| Participant deferral / active EE | $2,044 | $1,201+70.1% | $1,924+6.2% | $4,125-50.5% |
| Admin fee / account holder | $501 | $1,726-71.0% | $2,516-80.1% | $5,651-91.1% |