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 | $42,500 | $30,400+39.8% | $53,898-21.1% | $84,808-49.9% |
| Participation rate | 48.9% | 46.4%+2.4pp | 55.0%-6.1pp | 68.3%-19.4pp |
| Annual return | 12.97% | 500.19%-487.2pp | 528.60%-515.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $195 | $603-67.6% | $932-79.0% | $2,631-92.6% |
| Participant deferral / active EE | $1,380 | $1,199+15.1% | $1,826-24.4% | $4,212-67.2% |
| Admin fee / account holder | $999 | $1,993-49.9% | $2,491-59.9% | $7,344-86.4% |