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 | $13,381 | $30,400-56.0% | $53,898-75.2% | $84,808-84.2% |
| Participation rate | 47.5% | 46.4%+1.0pp | 55.0%-7.5pp | 68.3%-20.9pp |
| Annual return | 13.64% | 500.19%-486.5pp | 528.60%-515.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,337 | $603+121.8% | $932+43.4% | $2,631-49.2% |
| Participant deferral / active EE | $641 | $1,199-46.5% | $1,826-64.9% | $4,212-84.8% |
| Admin fee / account holder | $2,390 | $1,993+19.9% | $2,491-4.1% | $7,344-67.5% |