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 | $79,924 | $51,175+56.2% | $70,515+13.3% | $75,163+6.3% |
| Participation rate | 41.4% | 60.9%-19.6pp | 68.3%-27.0pp | 67.2%-25.8pp |
| Annual return | 13.14% | 30.02%-16.9pp | 32.77%-19.6pp | 160.62%-147.5pp |
| Employer contribution / active EE | $502 | $1,826-72.5% | $2,973-83.1% | $2,670-81.2% |
| Participant deferral / active EE | $1,623 | $2,849-43.0% | $4,567-64.5% | $4,125-60.7% |
| Admin fee / account holder | $1,524 | $4,091-62.7% | $6,412-76.2% | $5,651-73.0% |