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 | $62,285 | $50,666+22.9% | $76,817-18.9% | $65,185-4.4% |
| Participation rate | 27.8% | 68.8%-41.0pp | 72.1%-44.3pp | 70.2%-42.4pp |
| Annual return | 14.01% | 28.51%-14.5pp | 1166.11%-1152.1pp | 29.38%-15.4pp |
| Employer contribution / active EE | $2,301 | $1,575+46.1% | $2,3020% | $2,177+5.7% |
| Participant deferral / active EE | $2,621 | $2,647-1.0% | $3,336-21.4% | $3,514-25.4% |
| Admin fee / account holder | $958 | $463+106.9% | $6,420-85.1% | $847+13.1% |