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 | $102,713 | $59,417+72.9% | $93,606+9.7% | $74,495+37.9% |
| Participation rate | 20.7% | 59.7%-39.0pp | 68.7%-48.1pp | 67.2%-46.5pp |
| Annual return | 8.80% | 81.83%-73.0pp | 133.20%-124.4pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $531 | $1,264-58.0% | $2,420-78.0% | $2,623-79.7% |
| Participant deferral / active EE | $1,831 | $3,050-40.0% | $4,411-58.5% | $4,346-57.9% |
| Admin fee / account holder | $4,725 | $3,021+56.4% | $8,285-43.0% | $1,942+143.4% |