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 6-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 | $58,717 | $27,915+110.3% | $58,482+0.4% | $75,163-21.9% |
| Participation rate | 31.4% | 38.8%-7.4pp | 50.9%-19.4pp | 67.2%-35.8pp |
| Annual return | 11.42% | 44.20%-32.8pp | 4239.32%-4227.9pp | 160.62%-149.2pp |
| Employer contribution / active EE | $407 | $669-39.1% | $1,053-61.3% | $2,670-84.7% |
| Participant deferral / active EE | $976 | $1,201-18.7% | $1,924-49.2% | $4,125-76.3% |
| Admin fee / account holder | $719 | $1,726-58.3% | $2,516-71.4% | $5,651-87.3% |