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 | $54,426 | $29,660+83.5% | $56,411-3.5% | $80,856-32.7% |
| Participation rate | 10.0% | 41.6%-31.6pp | 52.5%-42.5pp | 67.6%-57.6pp |
| Annual return | 10.25% | 35.23%-25.0pp | 1701.33%-1691.1pp | 35.59%-25.3pp |
| Employer contribution / active EE | $422 | $669-36.9% | $1,039-59.4% | $2,755-84.7% |
| Participant deferral / active EE | $538 | $1,226-56.1% | $1,952-72.4% | $4,296-87.5% |
| Admin fee / account holder | $50,815 | $2,428+1993.3% | $2,829+1696.3% | $6,918+634.5% |