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 | $121,595 | $98,750+23.1% | $149,696-18.8% | $79,858+52.3% |
| Participation rate | 20.7% | 75.8%-55.1pp | 82.5%-61.8pp | 69.6%-48.9pp |
| Annual return | 11.12% | 27.43%-16.3pp | 276.60%-265.5pp | 31.71%-20.6pp |
| Employer contribution / active EE | $813 | $3,216-74.7% | $4,644-82.5% | $2,471-67.1% |
| Participant deferral / active EE | $3,215 | $5,680-43.4% | $6,842-53.0% | $3,740-14.1% |
| Admin fee / account holder | $2,548 | $6,053-57.9% | $9,309-72.6% | $5,306-52.0% |