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 7-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 | $80,643 | $27,915+188.9% | $58,482+37.9% | $75,163+7.3% |
| Participation rate | 22.2% | 38.8%-16.6pp | 50.9%-28.6pp | 67.2%-45.0pp |
| Annual return | 13.78% | 44.20%-30.4pp | 4239.32%-4225.5pp | 160.62%-146.8pp |
| Employer contribution / active EE | $533 | $669-20.3% | $1,053-49.4% | $2,670-80.0% |
| Participant deferral / active EE | $2,176 | $1,201+81.2% | $1,924+13.1% | $4,125-47.2% |
| Admin fee / account holder | $6,322 | $1,726+266.4% | $2,516+151.3% | $5,651+11.9% |