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 | $72,629 | $47,944+51.5% | $67,834+7.1% | $62,891+15.5% |
| Participation rate | 49.1% | 61.1%-12.0pp | 68.8%-19.7pp | 69.3%-20.2pp |
| Annual return | 1.75% | 11.77%-10.0pp | 138.47%-136.7pp | 20.14%-18.4pp |
| Employer contribution / active EE | $523 | $1,562-66.5% | $2,403-78.2% | $2,281-77.1% |
| Participant deferral / active EE | $813 | $2,247-63.8% | $3,160-74.3% | $3,203-74.6% |
| Admin fee / account holder | $20,188 | $3,712+443.9% | $4,622+336.7% | $4,296+370.0% |