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 | $29,319+44.6% | $52,425-19.1% | $82,448-48.6% |
| Participation rate | 4.3% | 46.9%-42.6pp | 55.6%-51.4pp | 68.1%-63.8pp |
| Annual return | 13.34% | 535.20%-521.9pp | 302.12%-288.8pp | 41.64%-28.3pp |
| Employer contribution / active EE | $166 | $586-71.8% | $914-81.9% | $2,551-93.5% |
| Participant deferral / active EE | $434 | $1,171-63.0% | $1,790-75.8% | $4,139-89.5% |
| Admin fee / account holder | $5,118 | $1,962+160.9% | $2,495+105.2% | $7,234-29.2% |