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 | $63,090 | $96,484-34.6% | $75,886-16.9% | $152,861-58.7% |
| Participation rate | 30.8% | 76.2%-45.4pp | 69.3%-38.5pp | 82.4%-51.7pp |
| Annual return | 3.97% | 33.98%-30.0pp | 30.76%-26.8pp | 345.32%-341.3pp |
| Employer contribution / active EE | $721 | $3,309-78.2% | $2,500-71.2% | $4,762-84.9% |
| Participant deferral / active EE | $1,206 | $4,553-73.5% | $3,603-66.5% | $5,850-79.4% |
| Admin fee / account holder | $12,431 | $8,078+53.9% | $5,418+129.4% | $11,596+7.2% |