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 | $45,096 | $42,886+5.2% | $88,946-49.3% | $85,563-47.3% |
| Participation rate | 6.4% | 37.9%-31.5pp | 68.8%-62.5pp | 66.0%-59.6pp |
| Annual return | 13.46% | 44.56%-31.1pp | 57.82%-44.4pp | 31.51%-18.1pp |
| Employer contribution / active EE | $223 | $1,147-80.5% | $2,555-91.3% | $2,654-91.6% |
| Participant deferral / active EE | $399 | $2,108-81.1% | $4,581-91.3% | $4,375-90.9% |
| Admin fee / account holder | $9,069 | $2,263+300.7% | $8,261+9.8% | $834+987.2% |