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 | $49,742 | $51,736-3.9% | $120,225-58.6% | $67,986-26.8% |
| Participation rate | 11.9% | 46.1%-34.2pp | 69.6%-57.7pp | 57.2%-45.4pp |
| Annual return | 12.52% | 31.98%-19.5pp | 439.23%-426.7pp | 31.67%-19.1pp |
| Employer contribution / active EE | $339 | $1,071-68.4% | $3,475-90.3% | $2,019-83.2% |
| Participant deferral / active EE | $746 | $2,206-66.2% | $3,999-81.3% | $3,358-77.8% |
| Admin fee / account holder | $32,158 | $4,159+673.2% | $5,696+464.5% | $3,203+903.9% |