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 | $39,707 | $55,415-28.3% | $155,509-74.5% | $74,495-46.7% |
| Participation rate | 67.3% | 61.9%+5.4pp | 78.2%-10.9pp | 67.2%+0.1pp |
| Annual return | 6.86% | 268.50%-261.6pp | 64.67%-57.8pp | 1364.94%-1358.1pp |
| Employer contribution / active EE | $695 | $2,267-69.4% | $4,672-85.1% | $2,623-73.5% |
| Participant deferral / active EE | $1,436 | $2,836-49.4% | $5,626-74.5% | $4,346-67.0% |
| Admin fee / account holder | $7,994 | $1,738+359.9% | $15,912-49.8% | $1,942+311.7% |