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 | $51,062 | $65,561-22.1% | $86,188-40.8% | $75,163-32.1% |
| Participation rate | 49.3% | 60.5%-11.2pp | 69.0%-19.7pp | 67.2%-17.9pp |
| Annual return | 8.49% | 46.05%-37.6pp | 1168.45%-1160.0pp | 160.62%-152.1pp |
| Employer contribution / active EE | $1,520 | $1,553-2.1% | $2,380-36.1% | $2,670-43.1% |
| Participant deferral / active EE | $3,637 | $3,024+20.3% | $3,985-8.7% | $4,125-11.8% |
| Admin fee / account holder | $857 | $5,474-84.3% | $6,852-87.5% | $5,651-84.8% |