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 | $26,143 | $29,051-10.0% | $52,425-50.1% | $67,986-61.5% |
| Participation rate | 35.9% | 30.4%+5.4pp | 55.6%-19.7pp | 57.2%-21.3pp |
| Annual return | 11.85% | 24.00%-12.2pp | 302.12%-290.3pp | 31.67%-19.8pp |
| Employer contribution / active EE | $114 | $412-72.3% | $914-87.5% | $2,019-94.3% |
| Participant deferral / active EE | $614 | $873-29.6% | $1,790-65.7% | $3,358-81.7% |
| Admin fee / account holder | $7,972 | $2,113+277.3% | $2,495+219.5% | $3,203+148.9% |