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 | $78,675 | $60,323+30.4% | $81,812-3.8% | $74,495+5.6% |
| Participation rate | 36.0% | 62.9%-26.9pp | 72.3%-36.4pp | 67.2%-31.2pp |
| Annual return | 10.67% | 16.90%-6.2pp | 773.79%-763.1pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $905 | $2,620-65.5% | $2,912-68.9% | $2,623-65.5% |
| Participant deferral / active EE | $1,883 | $3,387-44.4% | $4,319-56.4% | $4,346-56.7% |
| Admin fee / account holder | $3,962 | $1,486+166.7% | $7,386-46.4% | $1,942+104.0% |