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 | $68,213 | $27,915+144.4% | $58,482+16.6% | $75,163-9.2% |
| Participation rate | 22.4% | 38.8%-16.4pp | 50.9%-28.4pp | 67.2%-44.7pp |
| Annual return | 7.36% | 44.20%-36.8pp | 4239.32%-4232.0pp | 160.62%-153.3pp |
| Employer contribution / active EE | $476 | $669-28.8% | $1,053-54.8% | $2,670-82.2% |
| Participant deferral / active EE | $1,804 | $1,201+50.2% | $1,924-6.2% | $4,125-56.3% |
| Admin fee / account holder | $62,920 | $1,726+3546.2% | $2,516+2400.8% | $5,651+1013.5% |