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 | $80,507 | $70,669+13.9% | $169,368-52.5% | $75,163+7.1% |
| Participation rate | 48.1% | 64.8%-16.7pp | 77.1%-29.0pp | 67.2%-19.1pp |
| Annual return | 13.74% | 36.36%-22.6pp | 405.60%-391.9pp | 160.62%-146.9pp |
| Employer contribution / active EE | $532 | $2,211-75.9% | $4,013-86.7% | $2,670-80.1% |
| Participant deferral / active EE | $3,044 | $4,311-29.4% | $6,221-51.1% | $4,125-26.2% |
| Admin fee / account holder | $509 | $5,402-90.6% | $9,003-94.3% | $5,651-91.0% |