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 | $43,946 | $37,426+17.4% | $77,482-43.3% | $79,858-45.0% |
| Participation rate | 40.8% | 41.5%-0.7pp | 54.2%-13.4pp | 69.6%-28.8pp |
| Annual return | 6.41% | 39.70%-33.3pp | 54.79%-48.4pp | 31.71%-25.3pp |
| Employer contribution / active EE | $246 | $637-61.3% | $986-75.0% | $2,471-90.0% |
| Participant deferral / active EE | $837 | $1,260-33.6% | $1,861-55.0% | $3,740-77.6% |
| Admin fee / account holder | $10,397 | $2,504+315.2% | $2,858+263.8% | $5,306+95.9% |