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 5-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 | $42,389 | $30,400+39.4% | $53,898-21.4% | $84,808-50.0% |
| Participation rate | 4.3% | 46.4%-42.2pp | 55.0%-50.7pp | 68.3%-64.1pp |
| Annual return | 13.34% | 500.19%-486.8pp | 528.60%-515.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $166 | $603-72.5% | $932-82.2% | $2,631-93.7% |
| Participant deferral / active EE | $434 | $1,199-63.8% | $1,826-76.2% | $4,212-89.7% |
| Admin fee / account holder | $5,118 | $1,993+156.8% | $2,491+105.5% | $7,344-30.3% |