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 | $49,169 | $35,183+39.8% | $73,545-33.1% | $70,131-29.9% |
| Participation rate | 43.5% | 42.9%+0.6pp | 54.9%-11.4pp | 69.5%-26.0pp |
| Annual return | 9.40% | 26.90%-17.5pp | -15.16%+24.6pp | 73.14%-63.7pp |
| Employer contribution / active EE | $314 | $709-55.7% | $1,219-74.2% | $2,342-86.6% |
| Participant deferral / active EE | $1,453 | $1,220+19.1% | $1,806-19.5% | $3,332-56.4% |
| Admin fee / account holder | $7,288 | $2,302+216.6% | $2,320+214.2% | $4,645+56.9% |