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 | $84,596 | $30,400+178.3% | $53,898+57.0% | $84,808-0.2% |
| Participation rate | 29.6% | 46.4%-16.8pp | 55.0%-25.3pp | 68.3%-38.7pp |
| Annual return | 8.91% | 500.19%-491.3pp | 528.60%-519.7pp | 40.90%-32.0pp |
| Employer contribution / active EE | $313 | $603-48.1% | $932-66.5% | $2,631-88.1% |
| Participant deferral / active EE | $1,577 | $1,199+31.6% | $1,826-13.6% | $4,212-62.6% |
| Admin fee / account holder | $1,088 | $1,993-45.4% | $2,491-56.3% | $7,344-85.2% |