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 8-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 | $94,293 | $106,890-11.8% | $84,015+12.2% | $152,861-38.3% |
| Participation rate | 43.8% | 75.2%-31.5pp | 69.0%-25.3pp | 82.4%-38.7pp |
| Annual return | 5.56% | 104.99%-99.4pp | 71.31%-65.7pp | 345.32%-339.8pp |
| Employer contribution / active EE | $651 | $2,734-76.2% | $1,983-67.2% | $4,762-86.3% |
| Participant deferral / active EE | $1,307 | $4,011-67.4% | $3,239-59.6% | $5,850-77.7% |
| Admin fee / account holder | $5,252 | $8,285-36.6% | $6,101-13.9% | $11,596-54.7% |