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 | $42,886+41.5% | $88,946-31.8% | $85,563-29.1% |
| Participation rate | 18.6% | 37.9%-19.3pp | 68.8%-50.2pp | 66.0%-47.3pp |
| Annual return | 11.14% | 44.56%-33.4pp | 57.82%-46.7pp | 31.51%-20.4pp |
| Employer contribution / active EE | $157 | $1,147-86.3% | $2,555-93.9% | $2,654-94.1% |
| Participant deferral / active EE | $890 | $2,108-57.8% | $4,581-80.6% | $4,375-79.7% |
| Admin fee / account holder | $3,082 | $2,263+36.2% | $8,261-62.7% | $834+269.5% |