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 | $30,887 | $27,915+10.6% | $58,482-47.2% | $75,163-58.9% |
| Participation rate | 60.5% | 38.8%+21.6pp | 50.9%+9.6pp | 67.2%-6.7pp |
| Annual return | 1.62% | 44.20%-42.6pp | 4239.32%-4237.7pp | 160.62%-159.0pp |
| Employer contribution / active EE | $1,272 | $669+90.1% | $1,053+20.7% | $2,670-52.4% |
| Participant deferral / active EE | $1,726 | $1,201+43.6% | $1,924-10.3% | $4,125-58.2% |
| Admin fee / account holder | $3,218 | $1,726+86.5% | $2,516+27.9% | $5,651-43.1% |