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 | $198,936 | $103,376+92.4% | $87,100+128.4% | $152,861+30.1% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.9%-16.9pp | 82.4%-22.4pp |
| Annual return | 2.08% | 28.10%-26.0pp | 28.19%-26.1pp | 345.32%-343.2pp |
| Employer contribution / active EE | $769 | $3,220-76.1% | $2,521-69.5% | $4,762-83.9% |
| Participant deferral / active EE | $4,421 | $4,778-7.5% | $4,049+9.2% | $5,850-24.4% |
| Admin fee / account holder | $404 | $12,205-96.7% | $7,497-94.6% | $11,596-96.5% |