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 | $125,192 | $105,181+19.0% | $159,436-21.5% | $85,850+45.8% |
| Participation rate | 20.0% | 75.8%-55.8pp | 82.8%-62.8pp | 69.3%-49.3pp |
| Annual return | 4.90% | 45.07%-40.2pp | 263.57%-258.7pp | 318.53%-313.6pp |
| Employer contribution / active EE | $688 | $3,318-79.3% | $4,829-85.8% | $2,565-73.2% |
| Participant deferral / active EE | $2,703 | $5,945-54.5% | $7,352-63.2% | $3,952-31.6% |
| Admin fee / account holder | $2,438 | $6,933-64.8% | $10,799-77.4% | $6,260-61.0% |