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 | $78,853 | $53,822+46.5% | $75,696+4.2% | $85,850-8.2% |
| Participation rate | 51.7% | 69.1%-17.3pp | 74.8%-23.1pp | 69.3%-17.6pp |
| Annual return | 11.98% | 24.54%-12.6pp | 104.53%-92.5pp | 318.53%-306.6pp |
| Employer contribution / active EE | $812 | $2,017-59.7% | $2,743-70.4% | $2,565-68.3% |
| Participant deferral / active EE | $2,280 | $2,895-21.2% | $3,821-40.3% | $3,952-42.3% |
| Admin fee / account holder | $3,802 | $3,343+13.7% | $3,619+5.1% | $6,260-39.3% |