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 | $95,119 | $70,669+34.6% | $169,368-43.8% | $75,163+26.5% |
| Participation rate | 55.6% | 64.8%-9.2pp | 77.1%-21.6pp | 67.2%-11.6pp |
| Annual return | 11.24% | 36.36%-25.1pp | 405.60%-394.4pp | 160.62%-149.4pp |
| Employer contribution / active EE | $497 | $2,211-77.5% | $4,013-87.6% | $2,670-81.4% |
| Participant deferral / active EE | $3,398 | $4,311-21.2% | $6,221-45.4% | $4,125-17.6% |
| Admin fee / account holder | $39,643 | $5,402+633.8% | $9,003+340.3% | $5,651+601.5% |