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 | $55,129 | $54,705+0.8% | $71,209-22.6% | $84,808-35.0% |
| Participation rate | 44.4% | 64.1%-19.6pp | 73.8%-29.3pp | 68.3%-23.9pp |
| Annual return | 11.33% | 35.90%-24.6pp | 282.51%-271.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $836 | $2,158-61.3% | $2,721-69.3% | $2,631-68.2% |
| Participant deferral / active EE | $1,760 | $3,030-41.9% | $4,175-57.9% | $4,212-58.2% |
| Admin fee / account holder | $13,984 | $4,863+187.5% | $5,349+161.4% | $7,344+90.4% |