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 | $73,159 | $48,230+51.7% | $67,502+8.4% | $80,856-9.5% |
| Participation rate | 42.6% | 66.4%-23.8pp | 72.9%-30.3pp | 67.6%-25.1pp |
| Annual return | 10.72% | 18.28%-7.6pp | 3512.12%-3501.4pp | 35.59%-24.9pp |
| Employer contribution / active EE | $982 | $2,020-51.4% | $2,731-64.1% | $2,755-64.4% |
| Participant deferral / active EE | $2,670 | $2,924-8.7% | $4,000-33.3% | $4,296-37.8% |
| Admin fee / account holder | $1,284 | $3,681-65.1% | $3,998-67.9% | $6,918-81.4% |