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 | $34,099 | $56,114-39.2% | $96,139-64.5% | $85,850-60.3% |
| Participation rate | 44.9% | 56.7%-11.8pp | 68.4%-23.5pp | 69.3%-24.4pp |
| Annual return | 7.66% | 42.30%-34.6pp | 191.94%-184.3pp | 318.53%-310.9pp |
| Employer contribution / active EE | $277 | $1,620-82.9% | $2,797-90.1% | $2,565-89.2% |
| Participant deferral / active EE | $1,618 | $2,859-43.4% | $4,349-62.8% | $3,952-59.1% |
| Admin fee / account holder | $18,228 | $3,768+383.7% | $5,537+229.2% | $6,260+191.2% |