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 | $30,988 | $27,915+11.0% | $58,482-47.0% | $75,163-58.8% |
| Participation rate | 68.9% | 38.8%+30.1pp | 50.9%+18.0pp | 67.2%+1.7pp |
| Annual return | 9.48% | 44.20%-34.7pp | 4239.32%-4229.8pp | 160.62%-151.1pp |
| Employer contribution / active EE | $1,628 | $669+143.3% | $1,053+54.6% | $2,670-39.0% |
| Participant deferral / active EE | $3,018 | $1,201+151.2% | $1,924+56.9% | $4,125-26.8% |
| Admin fee / account holder | $3,590 | $1,726+108.0% | $2,516+42.7% | $5,651-36.5% |