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 | $93,750 | $29,660+216.1% | $56,411+66.2% | $80,856+15.9% |
| Participation rate | 9.7% | 41.6%-32.0pp | 52.5%-42.8pp | 67.6%-58.0pp |
| Annual return | 7.45% | 35.23%-27.8pp | 1701.33%-1693.9pp | 35.59%-28.1pp |
| Employer contribution / active EE | $297 | $669-55.7% | $1,039-71.4% | $2,755-89.2% |
| Participant deferral / active EE | $803 | $1,226-34.5% | $1,952-58.9% | $4,296-81.3% |
| Admin fee / account holder | $4,779 | $2,428+96.9% | $2,829+68.9% | $6,918-30.9% |