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 | $66,678 | $51,638+29.1% | $68,368-2.5% | $82,448-19.1% |
| Participation rate | 45.5% | 63.6%-18.2pp | 73.8%-28.3pp | 68.1%-22.6pp |
| Annual return | 9.37% | 37.53%-28.2pp | 292.57%-283.2pp | 41.64%-32.3pp |
| Employer contribution / active EE | $854 | $2,047-58.3% | $2,649-67.7% | $2,551-66.5% |
| Participant deferral / active EE | $5,980 | $2,914+105.3% | $4,123+45.0% | $4,139+44.5% |
| Admin fee / account holder | $10,856 | $4,643+133.8% | $5,150+110.8% | $7,234+50.1% |