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 | $70,268 | $30,400+131.1% | $53,898+30.4% | $84,808-17.1% |
| Participation rate | 47.9% | 46.4%+1.5pp | 55.0%-7.0pp | 68.3%-20.4pp |
| Annual return | 12.13% | 500.19%-488.1pp | 528.60%-516.5pp | 40.90%-28.8pp |
| Employer contribution / active EE | $706 | $603+17.1% | $932-24.3% | $2,631-73.2% |
| Participant deferral / active EE | $1,491 | $1,199+24.4% | $1,826-18.4% | $4,212-64.6% |
| Admin fee / account holder | $14,821 | $1,993+643.5% | $2,491+495.0% | $7,344+101.8% |