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 7-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 | $76,529 | $29,667+158.0% | $56,441+35.6% | $80,874-5.4% |
| Participation rate | 50.0% | 41.7%+8.3pp | 52.5%-2.5pp | 67.6%-17.6pp |
| Annual return | 10.42% | 35.22%-24.8pp | 1704.21%-1693.8pp | 35.62%-25.2pp |
| Employer contribution / active EE | $739 | $669+10.4% | $1,039-28.9% | $2,756-73.2% |
| Participant deferral / active EE | $1,112 | $1,227-9.3% | $1,953-43.0% | $4,297-74.1% |
| Admin fee / account holder | $24,586 | $2,429+912.0% | $2,829+769.0% | $6,935+254.5% |