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 | $68,912 | $29,660+132.3% | $56,411+22.2% | $80,856-14.8% |
| Participation rate | 22.8% | 41.6%-18.9pp | 52.5%-29.7pp | 67.6%-44.9pp |
| Annual return | 7.45% | 35.23%-27.8pp | 1701.33%-1693.9pp | 35.59%-28.1pp |
| Employer contribution / active EE | $647 | $669-3.4% | $1,039-37.7% | $2,755-76.5% |
| Participant deferral / active EE | $1,660 | $1,226+35.4% | $1,952-14.9% | $4,296-61.3% |
| Admin fee / account holder | $46,723 | $2,428+1824.7% | $2,829+1551.7% | $6,918+575.4% |