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 | $66,368 | $46,553+42.6% | $64,056+3.6% | $75,163-11.7% |
| Participation rate | 39.8% | 65.9%-26.2pp | 72.3%-32.5pp | 67.2%-27.4pp |
| Annual return | 10.18% | 26.03%-15.9pp | 33.69%-23.5pp | 160.62%-150.4pp |
| Employer contribution / active EE | $514 | $1,974-73.9% | $2,747-81.3% | $2,670-80.7% |
| Participant deferral / active EE | $1,828 | $2,837-35.5% | $3,880-52.9% | $4,125-55.7% |
| Admin fee / account holder | $1,721 | $2,952-41.7% | $3,068-43.9% | $5,651-69.6% |