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 | $42,672 | $45,031-5.2% | $84,966-49.8% | $77,643-45.0% |
| Participation rate | 26.2% | 48.7%-22.5pp | 67.5%-41.3pp | 70.6%-44.4pp |
| Annual return | 9.93% | 79.22%-69.3pp | 66.38%-56.5pp | 31.24%-21.3pp |
| Employer contribution / active EE | $578 | $1,609-64.1% | $2,727-78.8% | $2,726-78.8% |
| Participant deferral / active EE | $1,352 | $2,807-51.8% | $4,519-70.1% | $4,647-70.9% |
| Admin fee / account holder | $4,321 | $912+373.9% | $6,149-29.7% | $430+903.8% |