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 4-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 | $52,967 | $24,730+114.2% | $66,042-19.8% | $84,808-37.5% |
| Participation rate | 55.6% | 68.1%-12.5pp | 67.5%-12.0pp | 68.3%-12.8pp |
| Annual return | 11.40% | 79.55%-68.1pp | 52.11%-40.7pp | 40.90%-29.5pp |
| Employer contribution / active EE | $250 | $857-70.9% | $1,579-84.2% | $2,631-90.5% |
| Participant deferral / active EE | $1,565 | $1,737-9.9% | $2,835-44.8% | $4,212-62.8% |
| Admin fee / account holder | $11,305 | $3,014+275.1% | $5,747+96.7% | $7,344+53.9% |