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 | $82,795 | $49,922+65.8% | $80,569+2.8% | $75,163+10.2% |
| Participation rate | 34.7% | 55.3%-20.6pp | 67.0%-32.3pp | 67.2%-32.5pp |
| Annual return | 12.49% | 34.69%-22.2pp | 935.43%-922.9pp | 160.62%-148.1pp |
| Employer contribution / active EE | $724 | $1,698-57.3% | $2,723-73.4% | $2,670-72.9% |
| Participant deferral / active EE | $2,645 | $2,990-11.5% | $4,447-40.5% | $4,125-35.9% |
| Admin fee / account holder | $3,469 | $3,577-3.0% | $5,377-35.5% | $5,651-38.6% |