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 7-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 | $114,308 | $57,281+99.6% | $86,612+32.0% | $75,163+52.1% |
| Participation rate | 30.4% | 63.2%-32.8pp | 71.7%-41.3pp | 67.2%-36.8pp |
| Annual return | 12.80% | 2670.75%-2657.9pp | 591.07%-578.3pp | 160.62%-147.8pp |
| Employer contribution / active EE | $860 | $2,314-62.8% | $3,022-71.5% | $2,670-67.8% |
| Participant deferral / active EE | $1,503 | $3,318-54.7% | $4,438-66.1% | $4,125-63.6% |
| Admin fee / account holder | $531 | $4,112-87.1% | $5,614-90.5% | $5,651-90.6% |