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 | $65,430 | $64,839+0.9% | $95,585-31.5% | $84,808-22.8% |
| Participation rate | 52.9% | 63.8%-10.9pp | 72.1%-19.1pp | 68.3%-15.4pp |
| Annual return | 10.75% | -670.96%+681.7pp | 38.56%-27.8pp | 40.90%-30.1pp |
| Employer contribution / active EE | $675 | $1,759-61.6% | $2,527-73.3% | $2,631-74.3% |
| Participant deferral / active EE | $1,533 | $2,965-48.3% | $4,023-61.9% | $4,212-63.6% |
| Admin fee / account holder | $6,916 | $5,964+16.0% | $6,127+12.9% | $7,344-5.8% |