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 | $92,490 | $59,101+56.5% | $77,163+19.9% | $75,163+23.1% |
| Participation rate | 19.5% | 63.9%-44.3pp | 69.6%-50.1pp | 67.2%-47.7pp |
| Annual return | 11.50% | 26.71%-15.2pp | 37.87%-26.4pp | 160.62%-149.1pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,077 | $2,999-64.1% | $3,833-71.9% | $4,125-73.9% |
| Admin fee / account holder | $350 | $4,774-92.7% | $5,472-93.6% | $5,651-93.8% |