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 | $29,391 | $24,730+18.8% | $66,042-55.5% | $84,808-65.3% |
| Participation rate | 52.5% | 68.1%-15.6pp | 67.5%-15.0pp | 68.3%-15.8pp |
| Annual return | 6.22% | 79.55%-73.3pp | 52.11%-45.9pp | 40.90%-34.7pp |
| Employer contribution / active EE | $391 | $857-54.4% | $1,579-75.3% | $2,631-85.1% |
| Participant deferral / active EE | $2,164 | $1,737+24.6% | $2,835-23.7% | $4,212-48.6% |
| Admin fee / account holder | $15,953 | $3,014+429.3% | $5,747+177.6% | $7,344+117.2% |