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 | $32,813 | $27,915+17.5% | $58,482-43.9% | $75,163-56.3% |
| Participation rate | 55.4% | 38.8%+16.5pp | 50.9%+4.5pp | 67.2%-11.8pp |
| Annual return | 11.42% | 44.20%-32.8pp | 4239.32%-4227.9pp | 160.62%-149.2pp |
| Employer contribution / active EE | $776 | $669+16.0% | $1,053-26.3% | $2,670-70.9% |
| Participant deferral / active EE | $1,611 | $1,201+34.1% | $1,924-16.2% | $4,125-60.9% |
| Admin fee / account holder | $12,679 | $1,726+634.7% | $2,516+403.9% | $5,651+124.4% |