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 | $24,139 | $34,308-29.6% | $74,701-67.7% | $72,985-66.9% |
| Participation rate | 51.8% | 42.4%+9.4pp | 54.5%-2.7pp | 69.5%-17.7pp |
| Annual return | 12.92% | 26.58%-13.7pp | 752.92%-740.0pp | 81.00%-68.1pp |
| Employer contribution / active EE | $828 | $692+19.7% | $1,084-23.6% | $2,440-66.1% |
| Participant deferral / active EE | $2,590 | $1,271+103.7% | $1,964+31.9% | $3,607-28.2% |
| Admin fee / account holder | $3,519 | $2,124+65.6% | $3,333+5.6% | $5,124-31.3% |