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 | $82,618 | $29,319+181.8% | $52,425+57.6% | $82,448+0.2% |
| Participation rate | 27.7% | 46.9%-19.2pp | 55.6%-27.9pp | 68.1%-40.4pp |
| Annual return | 8.55% | 535.20%-526.7pp | 302.12%-293.6pp | 41.64%-33.1pp |
| Employer contribution / active EE | $342 | $586-41.7% | $914-62.6% | $2,551-86.6% |
| Participant deferral / active EE | $576 | $1,171-50.8% | $1,790-67.8% | $4,139-86.1% |
| Admin fee / account holder | $1,070 | $1,962-45.5% | $2,495-57.1% | $7,234-85.2% |