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 | $66,988 | $55,415+20.9% | $155,509-56.9% | $74,495-10.1% |
| Participation rate | 49.3% | 61.9%-12.6pp | 78.2%-28.8pp | 67.2%-17.9pp |
| Annual return | 5.13% | 268.50%-263.4pp | 64.67%-59.5pp | 1364.94%-1359.8pp |
| Employer contribution / active EE | $910 | $2,267-59.8% | $4,672-80.5% | $2,623-65.3% |
| Participant deferral / active EE | $1,381 | $2,836-51.3% | $5,626-75.5% | $4,346-68.2% |
| Admin fee / account holder | $3,685 | $1,738+112.0% | $15,912-76.8% | $1,942+89.8% |