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 | $71,855 | $27,915+157.4% | $58,482+22.9% | $75,163-4.4% |
| Participation rate | 37.8% | 38.8%-1.1pp | 50.9%-13.1pp | 67.2%-29.4pp |
| Annual return | 14.51% | 44.20%-29.7pp | 4239.32%-4224.8pp | 160.62%-146.1pp |
| Employer contribution / active EE | $923 | $669+38.0% | $1,053-12.3% | $2,670-65.4% |
| Participant deferral / active EE | $2,568 | $1,201+113.8% | $1,924+33.5% | $4,125-37.7% |
| Admin fee / account holder | $627 | $1,726-63.7% | $2,516-75.1% | $5,651-88.9% |