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 | $50,535 | $49,173+2.8% | $121,098-58.3% | $75,163-32.8% |
| Participation rate | 29.4% | 55.4%-26.0pp | 69.5%-40.1pp | 67.2%-37.8pp |
| Annual return | 13.16% | 55.99%-42.8pp | 985.75%-972.6pp | 160.62%-147.5pp |
| Employer contribution / active EE | $591 | $1,546-61.8% | $4,164-85.8% | $2,670-77.9% |
| Participant deferral / active EE | $1,608 | $2,628-38.8% | $4,080-60.6% | $4,125-61.0% |
| Admin fee / account holder | $404 | $3,942-89.8% | $5,644-92.8% | $5,651-92.9% |