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 | $81,519 | $32,117+153.8% | $71,086+14.7% | $64,186+27.0% |
| Participation rate | 34.5% | 42.7%-8.2pp | 54.7%-20.2pp | 69.6%-35.1pp |
| Annual return | -11.33% | -5.57%-5.8pp | 650.59%-661.9pp | 7.63%-19.0pp |
| Employer contribution / active EE | $399 | $712-44.0% | $1,088-63.3% | $2,381-83.3% |
| Participant deferral / active EE | $3,400 | $1,263+169.2% | $1,874+81.4% | $3,470-2.0% |
| Admin fee / account holder | $14,818 | $2,759+437.0% | $3,082+380.7% | $4,888+203.1% |