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 | $76,278 | $46,722+63.3% | $130,648-41.6% | $65,185+17.0% |
| Participation rate | 44.4% | 60.9%-16.5pp | 71.7%-27.3pp | 70.2%-25.8pp |
| Annual return | 2.84% | 24.17%-21.3pp | 1708.96%-1706.1pp | 29.38%-26.5pp |
| Employer contribution / active EE | $1,113 | $1,488-25.2% | $4,092-72.8% | $2,177-48.9% |
| Participant deferral / active EE | $1,961 | $2,545-22.9% | $3,603-45.6% | $3,514-44.2% |
| Admin fee / account holder | $8,984 | $453+1883.8% | $5,464+64.4% | $847+960.5% |