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 | $56,782 | $27,915+103.4% | $58,482-2.9% | $75,163-24.5% |
| Participation rate | 35.1% | 38.8%-3.7pp | 50.9%-15.8pp | 67.2%-32.1pp |
| Annual return | 4.46% | 44.20%-39.7pp | 4239.32%-4234.9pp | 160.62%-156.2pp |
| Employer contribution / active EE | $257 | $669-61.6% | $1,053-75.6% | $2,670-90.4% |
| Participant deferral / active EE | $1,246 | $1,201+3.7% | $1,924-35.2% | $4,125-69.8% |
| Admin fee / account holder | $8,614 | $1,726+399.2% | $2,516+242.4% | $5,651+52.4% |