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 | $103,489 | $83,908+23.3% | $68,509+51.1% | $125,391-17.5% |
| Participation rate | 62.5% | 78.2%-15.7pp | 74.7%-12.2pp | 83.2%-20.7pp |
| Annual return | -3.99% | 14.48%-18.5pp | 8.27%-12.3pp | 282.22%-286.2pp |
| Employer contribution / active EE | $999 | $3,031-67.0% | $2,278-56.2% | $4,866-79.5% |
| Participant deferral / active EE | $2,290 | $4,125-44.5% | $3,382-32.3% | $5,352-57.2% |
| Admin fee / account holder | $1,520 | $8,982-83.1% | $5,275-71.2% | $9,540-84.1% |