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 | $33,617 | $29,660+13.3% | $56,411-40.4% | $80,856-58.4% |
| Participation rate | 31.6% | 41.6%-10.1pp | 52.5%-20.9pp | 67.6%-36.1pp |
| Annual return | 10.47% | 35.23%-24.8pp | 1701.33%-1690.9pp | 35.59%-25.1pp |
| Employer contribution / active EE | $614 | $669-8.3% | $1,039-40.9% | $2,755-77.7% |
| Participant deferral / active EE | $1,090 | $1,226-11.1% | $1,952-44.1% | $4,296-74.6% |
| Admin fee / account holder | $1,019 | $2,428-58.0% | $2,829-64.0% | $6,918-85.3% |