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 | $59,202 | $27,839+112.7% | $58,482+1.2% | $71,457-17.2% |
| Participation rate | 15.5% | 34.5%-19.0pp | 50.9%-35.3pp | 67.9%-52.4pp |
| Annual return | 10.37% | 26.81%-16.4pp | 4239.32%-4228.9pp | 28.85%-18.5pp |
| Employer contribution / active EE | $293 | $631-53.5% | $1,053-72.2% | $2,588-88.7% |
| Participant deferral / active EE | $770 | $1,206-36.2% | $1,924-60.0% | $4,289-82.1% |
| Admin fee / account holder | $1,553 | $1,641-5.4% | $2,516-38.3% | $1,587-2.2% |