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 | $66,365 | $39,019+70.1% | $80,716-17.8% | $85,850-22.7% |
| Participation rate | 51.9% | 41.5%+10.3pp | 54.2%-2.3pp | 69.3%-17.5pp |
| Annual return | 10.91% | 26.27%-15.4pp | 87.28%-76.4pp | 318.53%-307.6pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,995 | $1,326+50.5% | $2,146-7.0% | $3,952-49.5% |
| Admin fee / account holder | $5,803 | $2,431+138.7% | $3,380+71.7% | $6,260-7.3% |