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 | $68,734 | $53,127+29.4% | $86,590-20.6% | $70,131-2.0% |
| Participation rate | 29.4% | 65.3%-35.9pp | 73.5%-44.1pp | 69.5%-40.1pp |
| Annual return | 9.29% | 27.66%-18.4pp | 964.84%-955.5pp | 73.14%-63.8pp |
| Employer contribution / active EE | $688 | $2,068-66.7% | $2,839-75.8% | $2,342-70.6% |
| Participant deferral / active EE | $1,462 | $2,696-45.8% | $3,609-59.5% | $3,332-56.1% |
| Admin fee / account holder | $12,591 | $3,585+251.2% | $4,906+156.7% | $4,645+171.0% |