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 8-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 | $56,798 | $29,660+91.5% | $56,411+0.7% | $80,856-29.8% |
| Participation rate | 26.2% | 41.6%-15.4pp | 52.5%-26.2pp | 67.6%-41.4pp |
| Annual return | 10.21% | 35.23%-25.0pp | 1701.33%-1691.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $541 | $669-19.2% | $1,039-47.9% | $2,755-80.4% |
| Participant deferral / active EE | $939 | $1,226-23.4% | $1,952-51.9% | $4,296-78.1% |
| Admin fee / account holder | $4,707 | $2,428+93.9% | $2,829+66.4% | $6,918-32.0% |