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 | $60,676 | $38,967+55.7% | $86,233-29.6% | $79,634-23.8% |
| Participation rate | 18.6% | 34.1%-15.4pp | 69.0%-50.4pp | 62.5%-43.9pp |
| Annual return | 11.14% | 49.90%-38.8pp | 61.39%-50.3pp | 36.46%-25.3pp |
| Employer contribution / active EE | $157 | $868-81.9% | $2,504-93.7% | $2,529-93.8% |
| Participant deferral / active EE | $890 | $1,663-46.4% | $4,559-80.5% | $3,835-76.8% |
| Admin fee / account holder | $3,082 | $2,660+15.9% | $8,342-63.1% | $1,002+207.6% |