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 | $36,978 | $53,516-30.9% | $126,539-70.8% | $84,808-56.4% |
| Participation rate | 69.4% | 58.2%+11.1pp | 69.8%-0.4pp | 68.3%+1.1pp |
| Annual return | 9.05% | 58.34%-49.3pp | 425.95%-416.9pp | 40.90%-31.8pp |
| Employer contribution / active EE | $1,200 | $1,535-21.8% | $3,674-67.4% | $2,631-54.4% |
| Participant deferral / active EE | $4,705 | $2,671+76.2% | $4,083+15.2% | $4,212+11.7% |
| Admin fee / account holder | $5,557 | $4,497+23.6% | $6,065-8.4% | $7,344-24.3% |