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 | $31,310-16.5% | $53,898-51.5% | $74,304-64.8% |
| Participation rate | 35.9% | 30.7%+5.2pp | 55.0%-19.1pp | 60.3%-24.5pp |
| Annual return | 11.85% | 23.16%-11.3pp | 528.60%-516.8pp | 29.43%-17.6pp |
| Employer contribution / active EE | $114 | $450-74.6% | $932-87.7% | $2,241-94.9% |
| Participant deferral / active EE | $614 | $934-34.2% | $1,826-66.4% | $3,767-83.7% |
| Admin fee / account holder | $7,972 | $2,175+266.5% | $2,491+220.0% | $2,969+168.5% |