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 | $59,786 | $49,922+19.8% | $80,569-25.8% | $75,163-20.5% |
| Participation rate | 44.4% | 55.3%-10.9pp | 67.0%-22.6pp | 67.2%-22.7pp |
| Annual return | 14.02% | 34.69%-20.7pp | 935.43%-921.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $291 | $1,698-82.9% | $2,723-89.3% | $2,670-89.1% |
| Participant deferral / active EE | $4,065 | $2,990+35.9% | $4,447-8.6% | $4,125-1.5% |
| Admin fee / account holder | $30,872 | $3,577+763.0% | $5,377+474.1% | $5,651+446.3% |