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 | $63,219 | $58,851+7.4% | $115,157-45.1% | $72,985-13.4% |
| Participation rate | 37.8% | 65.5%-27.8pp | 75.9%-38.1pp | 69.5%-31.7pp |
| Annual return | 6.26% | 23.16%-16.9pp | 35.60%-29.3pp | 81.00%-74.7pp |
| Employer contribution / active EE | $969 | $1,798-46.1% | $3,179-69.5% | $2,440-60.3% |
| Participant deferral / active EE | $1,442 | $2,643-45.4% | $4,168-65.4% | $3,607-60.0% |
| Admin fee / account holder | $864 | $6,370-86.4% | $7,088-87.8% | $5,124-83.1% |