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 | $43,693 | $39,798+9.8% | $67,711-35.5% | $59,632-26.7% |
| Participation rate | 64.0% | 57.4%+6.6pp | 67.5%-3.5pp | 68.7%-4.7pp |
| Annual return | -5.25% | 89.94%-95.2pp | 25.41%-30.7pp | 2041.28%-2046.5pp |
| Employer contribution / active EE | $815 | $1,393-41.5% | $2,559-68.1% | $2,203-63.0% |
| Participant deferral / active EE | $5,339 | $2,335+128.6% | $3,585+48.9% | $3,192+67.3% |
| Admin fee / account holder | $2,207 | $3,212-31.3% | $4,255-48.1% | $4,297-48.6% |