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 | $69,294 | $31,310+121.3% | $53,898+28.6% | $74,304-6.7% |
| Participation rate | 32.6% | 30.7%+1.9pp | 55.0%-22.4pp | 60.3%-27.8pp |
| Annual return | 12.59% | 23.16%-10.6pp | 528.60%-516.0pp | 29.43%-16.8pp |
| Employer contribution / active EE | $563 | $450+25.2% | $932-39.6% | $2,241-74.9% |
| Participant deferral / active EE | $1,309 | $934+40.1% | $1,826-28.3% | $3,767-65.3% |
| Admin fee / account holder | $11,258 | $2,175+417.5% | $2,491+352.0% | $2,969+279.2% |