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 | $82,366 | $45,566+80.8% | $64,105+28.5% | $59,632+38.1% |
| Participation rate | 16.3% | 60.2%-43.8pp | 68.2%-51.8pp | 68.7%-52.3pp |
| Annual return | -2.88% | 4.95%-7.8pp | 791.24%-794.1pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $256 | $934-72.6% | $1,820-85.9% | $2,203-88.4% |
| Participant deferral / active EE | $1,548 | $2,057-24.7% | $2,822-45.1% | $3,192-51.5% |
| Admin fee / account holder | $715 | $3,268-78.1% | $4,499-84.1% | $4,297-83.4% |