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 | $94,310 | $59,263+59.1% | $96,562-2.3% | $79,386+18.8% |
| Participation rate | 37.6% | 61.9%-24.3pp | 69.8%-32.2pp | 70.7%-33.1pp |
| Annual return | 9.72% | 27.07%-17.4pp | 37.78%-28.1pp | 116.85%-107.1pp |
| Employer contribution / active EE | $663 | $1,216-45.4% | $2,356-71.9% | $2,427-72.7% |
| Participant deferral / active EE | $2,791 | $2,948-5.3% | $3,849-27.5% | $4,046-31.0% |
| Admin fee / account holder | $2,174 | $658+230.2% | $6,181-64.8% | $626+247.1% |