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 | $44,748 | $39,019+14.7% | $80,716-44.6% | $85,850-47.9% |
| Participation rate | 52.8% | 41.5%+11.3pp | 54.2%-1.3pp | 69.3%-16.5pp |
| Annual return | 9.00% | 26.27%-17.3pp | 87.28%-78.3pp | 318.53%-309.5pp |
| Employer contribution / active EE | $423 | $722-41.4% | $1,160-63.5% | $2,565-83.5% |
| Participant deferral / active EE | $1,780 | $1,326+34.3% | $2,146-17.0% | $3,952-54.9% |
| Admin fee / account holder | $6,811 | $2,431+180.2% | $3,380+101.5% | $6,260+8.8% |