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 | $75,680 | $53,516+41.4% | $126,539-40.2% | $84,808-10.8% |
| Participation rate | 36.7% | 58.2%-21.5pp | 69.8%-33.1pp | 68.3%-31.6pp |
| Annual return | 8.57% | 58.34%-49.8pp | 425.95%-417.4pp | 40.90%-32.3pp |
| Employer contribution / active EE | $1,007 | $1,535-34.4% | $3,674-72.6% | $2,631-61.7% |
| Participant deferral / active EE | $2,079 | $2,671-22.2% | $4,083-49.1% | $4,212-50.6% |
| Admin fee / account holder | $3,498 | $4,497-22.2% | $6,065-42.3% | $7,344-52.4% |