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 | $46,336 | $29,051+59.5% | $52,425-11.6% | $67,986-31.8% |
| Participation rate | 16.2% | 30.4%-14.2pp | 55.6%-39.4pp | 57.2%-41.0pp |
| Annual return | 11.72% | 24.00%-12.3pp | 302.12%-290.4pp | 31.67%-19.9pp |
| Employer contribution / active EE | $165 | $412-59.8% | $914-81.9% | $2,019-91.8% |
| Participant deferral / active EE | $493 | $873-43.5% | $1,790-72.5% | $3,358-85.3% |
| Admin fee / account holder | $2,237 | $2,113+5.9% | $2,495-10.3% | $3,203-30.2% |