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 | $99,896 | $29,667+236.7% | $56,441+77.0% | $80,874+23.5% |
| Participation rate | 31.9% | 41.7%-9.8pp | 52.5%-20.6pp | 67.6%-35.8pp |
| Annual return | 9.97% | 35.22%-25.3pp | 1704.21%-1694.2pp | 35.62%-25.6pp |
| Employer contribution / active EE | $834 | $669+24.6% | $1,039-19.8% | $2,756-69.7% |
| Participant deferral / active EE | $2,861 | $1,227+133.3% | $1,953+46.5% | $4,297-33.4% |
| Admin fee / account holder | $4,628 | $2,429+90.5% | $2,829+63.6% | $6,935-33.3% |