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 | $91,908 | $40,385+127.6% | $80,569+14.1% | $74,419+23.5% |
| Participation rate | 7.1% | 47.4%-40.3pp | 67.0%-59.9pp | 70.7%-63.6pp |
| Annual return | 12.40% | 164.85%-152.5pp | 935.43%-923.0pp | 34.38%-22.0pp |
| Employer contribution / active EE | $265 | $1,496-82.3% | $2,723-90.3% | $2,637-90.0% |
| Participant deferral / active EE | $663 | $2,674-75.2% | $4,447-85.1% | $4,528-85.4% |
| Admin fee / account holder | $27,768 | $720+3757.4% | $5,377+416.4% | $348+7882.7% |