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 | $59,656 | $53,516+11.5% | $126,539-52.9% | $84,808-29.7% |
| Participation rate | 49.0% | 58.2%-9.2pp | 69.8%-20.8pp | 68.3%-19.3pp |
| Annual return | 12.14% | 58.34%-46.2pp | 425.95%-413.8pp | 40.90%-28.8pp |
| Employer contribution / active EE | $558 | $1,535-63.6% | $3,674-84.8% | $2,631-78.8% |
| Participant deferral / active EE | $2,342 | $2,671-12.3% | $4,083-42.6% | $4,212-44.4% |
| Admin fee / account holder | $1,511 | $4,497-66.4% | $6,065-75.1% | $7,344-79.4% |