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 | $35,613 | $27,915+27.6% | $58,482-39.1% | $75,163-52.6% |
| Participation rate | 14.0% | 38.8%-24.8pp | 50.9%-36.9pp | 67.2%-53.2pp |
| Annual return | 14.95% | 44.20%-29.3pp | 4239.32%-4224.4pp | 160.62%-145.7pp |
| Employer contribution / active EE | $577 | $669-13.8% | $1,053-45.3% | $2,670-78.4% |
| Participant deferral / active EE | $1,037 | $1,201-13.6% | $1,924-46.1% | $4,125-74.9% |
| Admin fee / account holder | $6,328 | $1,726+266.7% | $2,516+151.5% | $5,651+12.0% |