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 | $131,477 | $79,944+64.5% | $98,439+33.6% | $75,163+74.9% |
| Participation rate | 55.3% | 70.4%-15.1pp | 75.2%-19.9pp | 67.2%-11.9pp |
| Annual return | 10.46% | 19.75%-9.3pp | 21.16%-10.7pp | 160.62%-150.2pp |
| Employer contribution / active EE | $825 | $2,264-63.6% | $3,048-72.9% | $2,670-69.1% |
| Participant deferral / active EE | $1,947 | $3,752-48.1% | $4,738-58.9% | $4,125-52.8% |
| Admin fee / account holder | $1,999 | $6,840-70.8% | $8,948-77.7% | $5,651-64.6% |