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 | $67,344 | $49,915+34.9% | $154,803-56.5% | $74,304-9.4% |
| Participation rate | 25.2% | 54.0%-28.7pp | 78.1%-52.8pp | 60.3%-35.1pp |
| Annual return | 7.43% | 34.06%-26.6pp | 58.88%-51.4pp | 29.43%-22.0pp |
| Employer contribution / active EE | $498 | $1,611-69.1% | $4,305-88.4% | $2,241-77.8% |
| Participant deferral / active EE | $859 | $2,255-61.9% | $5,540-84.5% | $3,767-77.2% |
| Admin fee / account holder | $6,846 | $2,189+212.7% | $14,329-52.2% | $2,969+130.6% |