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 | $72,519 | $39,019+85.9% | $80,716-10.2% | $85,850-15.5% |
| Participation rate | 41.2% | 41.5%-0.4pp | 54.2%-13.0pp | 69.3%-28.1pp |
| Annual return | 9.86% | 26.27%-16.4pp | 87.28%-77.4pp | 318.53%-308.7pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,886 | $1,326+42.3% | $2,146-12.1% | $3,952-52.3% |
| Admin fee / account holder | $49,857 | $2,431+1951.1% | $3,380+1375.1% | $6,260+696.5% |