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 | $69,294 | $29,051+138.5% | $52,425+32.2% | $67,986+1.9% |
| Participation rate | 32.6% | 30.4%+2.1pp | 55.6%-23.1pp | 57.2%-24.6pp |
| Annual return | 12.59% | 24.00%-11.4pp | 302.12%-289.5pp | 31.67%-19.1pp |
| Employer contribution / active EE | $563 | $412+36.8% | $914-38.4% | $2,019-72.1% |
| Participant deferral / active EE | $1,309 | $873+49.9% | $1,790-26.9% | $3,358-61.0% |
| Admin fee / account holder | $11,258 | $2,113+432.9% | $2,495+351.3% | $3,203+251.5% |