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 | $81,136 | $46,869+73.1% | $122,332-33.7% | $70,131+15.7% |
| Participation rate | 37.2% | 58.2%-21.0pp | 71.6%-34.4pp | 69.5%-32.3pp |
| Annual return | 12.98% | 24.22%-11.2pp | 30.27%-17.3pp | 73.14%-60.2pp |
| Employer contribution / active EE | $361 | $1,288-71.9% | $4,050-91.1% | $2,342-84.6% |
| Participant deferral / active EE | $982 | $2,166-54.7% | $3,287-70.1% | $3,332-70.5% |
| Admin fee / account holder | $722 | $3,322-78.3% | $5,478-86.8% | $4,645-84.5% |