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 | $51,504 | $29,667+73.6% | $56,441-8.7% | $80,874-36.3% |
| Participation rate | 46.5% | 41.7%+4.8pp | 52.5%-6.0pp | 67.6%-21.1pp |
| Annual return | 8.71% | 35.22%-26.5pp | 1704.21%-1695.5pp | 35.62%-26.9pp |
| Employer contribution / active EE | $850 | $669+27.0% | $1,039-18.2% | $2,756-69.2% |
| Participant deferral / active EE | $1,088 | $1,227-11.3% | $1,953-44.3% | $4,297-74.7% |
| Admin fee / account holder | $2,005 | $2,429-17.5% | $2,829-29.1% | $6,935-71.1% |