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 4-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 | $69,907 | $29,667+135.6% | $56,441+23.9% | $80,874-13.6% |
| Participation rate | 22.2% | 41.7%-19.4pp | 52.5%-30.3pp | 67.6%-45.4pp |
| Annual return | 10.27% | 35.22%-25.0pp | 1704.21%-1693.9pp | 35.62%-25.4pp |
| Employer contribution / active EE | $902 | $669+34.7% | $1,039-13.2% | $2,756-67.3% |
| Participant deferral / active EE | $3,272 | $1,227+166.8% | $1,953+67.6% | $4,297-23.8% |
| Admin fee / account holder | $4,604 | $2,429+89.5% | $2,829+62.7% | $6,935-33.6% |