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 9-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 | $18,420 | $37,426-50.8% | $77,482-76.2% | $79,858-76.9% |
| Participation rate | 66.7% | 41.5%+25.2pp | 54.2%+12.5pp | 69.6%-3.0pp |
| Annual return | 5.46% | 39.70%-34.2pp | 54.79%-49.3pp | 31.71%-26.3pp |
| Employer contribution / active EE | $484 | $637-24.0% | $986-50.9% | $2,471-80.4% |
| Participant deferral / active EE | $2,683 | $1,260+113.0% | $1,861+44.2% | $3,740-28.3% |
| Admin fee / account holder | $770 | $2,504-69.3% | $2,858-73.1% | $5,306-85.5% |