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 | $58,581 | $49,922+17.3% | $80,569-27.3% | $75,163-22.1% |
| Participation rate | 55.9% | 55.3%+0.6pp | 67.0%-11.1pp | 67.2%-11.3pp |
| Annual return | 13.78% | 34.69%-20.9pp | 935.43%-921.7pp | 160.62%-146.8pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,914 | $2,990+30.9% | $4,447-12.0% | $4,125-5.1% |
| Admin fee / account holder | $17,921 | $3,577+401.0% | $5,377+233.3% | $5,651+217.1% |