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 5-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 | $14,473 | $29,660-51.2% | $56,411-74.3% | $80,856-82.1% |
| Participation rate | 46.2% | 41.6%+4.5pp | 52.5%-6.3pp | 67.6%-21.5pp |
| Annual return | 7.94% | 35.23%-27.3pp | 1701.33%-1693.4pp | 35.59%-27.7pp |
| Employer contribution / active EE | $787 | $669+17.5% | $1,039-24.3% | $2,755-71.4% |
| Participant deferral / active EE | $1,785 | $1,226+45.6% | $1,952-8.5% | $4,296-58.4% |
| Admin fee / account holder | $2,765 | $2,428+13.9% | $2,829-2.3% | $6,918-60.0% |