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 | $97,837 | $70,669+38.4% | $169,368-42.2% | $75,163+30.2% |
| Participation rate | 26.2% | 64.8%-38.6pp | 77.1%-50.9pp | 67.2%-41.0pp |
| Annual return | 1.67% | 36.36%-34.7pp | 405.60%-403.9pp | 160.62%-158.9pp |
| Employer contribution / active EE | $1,610 | $2,211-27.2% | $4,013-59.9% | $2,670-39.7% |
| Participant deferral / active EE | $3,448 | $4,311-20.0% | $6,221-44.6% | $4,125-16.4% |
| Admin fee / account holder | $650 | $5,402-88.0% | $9,003-92.8% | $5,651-88.5% |