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 | $45,969 | $29,660+55.0% | $56,411-18.5% | $80,856-43.1% |
| Participation rate | 37.5% | 41.6%-4.1pp | 52.5%-15.0pp | 67.6%-30.1pp |
| Annual return | 8.56% | 35.23%-26.7pp | 1701.33%-1692.8pp | 35.59%-27.0pp |
| Employer contribution / active EE | $229 | $669-65.8% | $1,039-78.0% | $2,755-91.7% |
| Participant deferral / active EE | $1,564 | $1,226+27.5% | $1,952-19.9% | $4,296-63.6% |
| Admin fee / account holder | $1,585 | $2,428-34.7% | $2,829-44.0% | $6,918-77.1% |