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 | $69,886 | $48,046+45.5% | $84,611-17.4% | $72,985-4.2% |
| Participation rate | 66.7% | 57.6%+9.1pp | 68.2%-1.6pp | 69.5%-2.8pp |
| Annual return | 15.04% | 37.38%-22.3pp | 258.74%-243.7pp | 81.00%-66.0pp |
| Employer contribution / active EE | $316 | $1,602-80.3% | $2,652-88.1% | $2,440-87.0% |
| Participant deferral / active EE | $2,008 | $2,680-25.1% | $3,899-48.5% | $3,607-44.3% |
| Admin fee / account holder | $7,733 | $3,395+127.8% | $4,912+57.4% | $5,124+50.9% |