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 | $67,362 | $47,105+43.0% | $68,368-1.5% | $67,986-0.9% |
| Participation rate | 41.2% | 51.8%-10.6pp | 73.8%-32.5pp | 57.2%-16.0pp |
| Annual return | 11.26% | 48.37%-37.1pp | 292.57%-281.3pp | 31.67%-20.4pp |
| Employer contribution / active EE | $301 | $1,859-83.8% | $2,649-88.6% | $2,019-85.1% |
| Participant deferral / active EE | $2,123 | $2,374-10.6% | $4,123-48.5% | $3,358-36.8% |
| Admin fee / account holder | $9,316 | $2,435+282.6% | $5,150+80.9% | $3,203+190.8% |