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 | $60,204 | $29,660+103.0% | $56,411+6.7% | $80,856-25.5% |
| Participation rate | 32.1% | 41.6%-9.5pp | 52.5%-20.3pp | 67.6%-35.5pp |
| Annual return | 7.83% | 35.23%-27.4pp | 1701.33%-1693.5pp | 35.59%-27.8pp |
| Employer contribution / active EE | $274 | $669-59.1% | $1,039-73.6% | $2,755-90.1% |
| Participant deferral / active EE | $451 | $1,226-63.2% | $1,952-76.9% | $4,296-89.5% |
| Admin fee / account holder | $584 | $2,428-76.0% | $2,829-79.4% | $6,918-91.6% |