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 4-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 | $30,520 | $30,400+0.4% | $53,898-43.4% | $84,808-64.0% |
| Participation rate | 54.1% | 46.4%+7.6pp | 55.0%-0.9pp | 68.3%-14.3pp |
| Annual return | 14.39% | 500.19%-485.8pp | 528.60%-514.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $975 | $603+61.8% | $932+4.6% | $2,631-62.9% |
| Participant deferral / active EE | $2,607 | $1,199+117.5% | $1,826+42.7% | $4,212-38.1% |
| Admin fee / account holder | $1,158 | $1,993-41.9% | $2,491-53.5% | $7,344-84.2% |