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 | $38,963 | $29,660+31.4% | $56,411-30.9% | $80,856-51.8% |
| Participation rate | 44.9% | 41.6%+3.3pp | 52.5%-7.5pp | 67.6%-22.7pp |
| Annual return | 9.88% | 35.23%-25.3pp | 1701.33%-1691.5pp | 35.59%-25.7pp |
| Employer contribution / active EE | $628 | $669-6.2% | $1,039-39.5% | $2,755-77.2% |
| Participant deferral / active EE | $1,404 | $1,226+14.5% | $1,952-28.1% | $4,296-67.3% |
| Admin fee / account holder | $7,377 | $2,428+203.9% | $2,829+160.8% | $6,918+6.6% |