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 | $46,348 | $27,915+66.0% | $58,482-20.7% | $75,163-38.3% |
| Participation rate | 45.9% | 38.8%+7.1pp | 50.9%-4.9pp | 67.2%-21.2pp |
| Annual return | 6.16% | 44.20%-38.0pp | 4239.32%-4233.2pp | 160.62%-154.5pp |
| Employer contribution / active EE | $579 | $669-13.5% | $1,053-45.1% | $2,670-78.3% |
| Participant deferral / active EE | $621 | $1,201-48.3% | $1,924-67.7% | $4,125-84.9% |
| Admin fee / account holder | $25,082 | $1,726+1353.5% | $2,516+896.9% | $5,651+343.9% |