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 | $22,665 | $39,019-41.9% | $80,716-71.9% | $85,850-73.6% |
| Participation rate | 53.3% | 41.5%+11.8pp | 54.2%-0.8pp | 69.3%-16.0pp |
| Annual return | 9.11% | 26.27%-17.2pp | 87.28%-78.2pp | 318.53%-309.4pp |
| Employer contribution / active EE | $507 | $722-29.8% | $1,160-56.3% | $2,565-80.2% |
| Participant deferral / active EE | $748 | $1,326-43.5% | $2,146-65.1% | $3,952-81.1% |
| Admin fee / account holder | $3,179 | $2,431+30.8% | $3,380-5.9% | $6,260-49.2% |