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 | $52,900 | $35,986+47.0% | $77,482-31.7% | $73,488-28.0% |
| Participation rate | 14.0% | 40.8%-26.8pp | 54.2%-40.2pp | 70.7%-56.7pp |
| Annual return | 1.15% | 19.26%-18.1pp | 54.79%-53.6pp | 28.51%-27.4pp |
| Employer contribution / active EE | $353 | $557-36.7% | $986-64.2% | $2,270-84.5% |
| Participant deferral / active EE | $744 | $1,198-37.9% | $1,861-60.0% | $3,740-80.1% |
| Admin fee / account holder | $2,941 | $466+531.4% | $2,858+2.9% | $513+473.3% |