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 | $129,763 | $48,046+170.1% | $84,611+53.4% | $72,985+77.8% |
| Participation rate | 14.6% | 57.6%-42.9pp | 68.2%-53.6pp | 69.5%-54.9pp |
| Annual return | 16.33% | 37.38%-21.0pp | 258.74%-242.4pp | 81.00%-64.7pp |
| Employer contribution / active EE | $439 | $1,602-72.6% | $2,652-83.5% | $2,440-82.0% |
| Participant deferral / active EE | $1,375 | $2,680-48.7% | $3,899-64.7% | $3,607-61.9% |
| Admin fee / account holder | $1,078 | $3,395-68.2% | $4,912-78.1% | $5,124-79.0% |