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 | $23,157 | $29,660-21.9% | $56,411-59.0% | $80,856-71.4% |
| Participation rate | 56.0% | 41.6%+14.4pp | 52.5%+3.5pp | 67.6%-11.6pp |
| Annual return | 8.97% | 35.23%-26.3pp | 1701.33%-1692.4pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,308 | $669+95.4% | $1,039+25.9% | $2,755-52.5% |
| Participant deferral / active EE | $4,323 | $1,226+252.6% | $1,952+121.5% | $4,296+0.6% |
| Admin fee / account holder | $64,180 | $2,428+2543.9% | $2,829+2168.8% | $6,918+827.7% |