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 | $63,312 | $52,353+20.9% | $120,225-47.3% | $82,448-23.2% |
| Participation rate | 45.7% | 58.3%-12.6pp | 69.6%-23.9pp | 68.1%-22.4pp |
| Annual return | 9.69% | 61.85%-52.2pp | 439.23%-429.5pp | 41.64%-32.0pp |
| Employer contribution / active EE | $837 | $1,510-44.6% | $3,475-75.9% | $2,551-67.2% |
| Participant deferral / active EE | $3,409 | $2,627+29.8% | $3,999-14.8% | $4,139-17.7% |
| Admin fee / account holder | $16,134 | $4,363+269.8% | $5,696+183.2% | $7,234+123.0% |