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 | $70,941 | $48,046+47.7% | $84,611-16.2% | $72,985-2.8% |
| Participation rate | 29.5% | 57.6%-28.1pp | 68.2%-38.7pp | 69.5%-40.0pp |
| Annual return | 15.56% | 37.38%-21.8pp | 258.74%-243.2pp | 81.00%-65.4pp |
| Employer contribution / active EE | $545 | $1,602-65.9% | $2,652-79.4% | $2,440-77.6% |
| Participant deferral / active EE | $1,054 | $2,680-60.7% | $3,899-73.0% | $3,607-70.8% |
| Admin fee / account holder | $3,715 | $3,395+9.4% | $4,912-24.4% | $5,124-27.5% |