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 | $107,991 | $39,019+176.8% | $80,716+33.8% | $85,850+25.8% |
| Participation rate | 21.6% | 41.5%-19.9pp | 54.2%-32.5pp | 69.3%-47.7pp |
| Annual return | 10.54% | 26.27%-15.7pp | 87.28%-76.7pp | 318.53%-308.0pp |
| Employer contribution / active EE | $341 | $722-52.8% | $1,160-70.6% | $2,565-86.7% |
| Participant deferral / active EE | $1,365 | $1,326+3.0% | $2,146-36.4% | $3,952-65.5% |
| Admin fee / account holder | $1,099 | $2,431-54.8% | $3,380-67.5% | $6,260-82.5% |