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 | $81,982 | $29,319+179.6% | $52,425+56.4% | $82,448-0.6% |
| Participation rate | 23.1% | 46.9%-23.8pp | 55.6%-32.5pp | 68.1%-45.0pp |
| Annual return | 12.04% | 535.20%-523.2pp | 302.12%-290.1pp | 41.64%-29.6pp |
| Employer contribution / active EE | $401 | $586-31.7% | $914-56.2% | $2,551-84.3% |
| Participant deferral / active EE | $521 | $1,171-55.6% | $1,790-70.9% | $4,139-87.4% |
| Admin fee / account holder | $9,015 | $1,962+359.4% | $2,495+261.3% | $7,234+24.6% |