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 | $54,212 | $34,308+58.0% | $74,701-27.4% | $72,985-25.7% |
| Participation rate | 42.1% | 42.4%-0.3pp | 54.5%-12.4pp | 69.5%-27.4pp |
| Annual return | 2.27% | 26.58%-24.3pp | 752.92%-750.6pp | 81.00%-78.7pp |
| Employer contribution / active EE | $289 | $692-58.2% | $1,084-73.3% | $2,440-88.1% |
| Participant deferral / active EE | $1,622 | $1,271+27.6% | $1,964-17.4% | $3,607-55.0% |
| Admin fee / account holder | $3,528 | $2,124+66.1% | $3,333+5.9% | $5,124-31.1% |