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 | $85,365 | $65,395+30.5% | $182,532-53.2% | $72,985+17.0% |
| Participation rate | 23.6% | 65.4%-41.8pp | 78.0%-54.4pp | 69.5%-45.9pp |
| Annual return | 15.62% | 27.68%-12.1pp | 148.54%-132.9pp | 81.00%-65.4pp |
| Employer contribution / active EE | $845 | $1,911-55.8% | $4,076-79.3% | $2,440-65.4% |
| Participant deferral / active EE | $1,656 | $3,563-53.5% | $5,524-70.0% | $3,607-54.1% |
| Admin fee / account holder | $613 | $4,245-85.6% | $8,592-92.9% | $5,124-88.0% |