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 | $63,086 | $53,516+17.9% | $126,539-50.1% | $84,808-25.6% |
| Participation rate | 32.9% | 58.2%-25.3pp | 69.8%-36.9pp | 68.3%-35.4pp |
| Annual return | 6.34% | 58.34%-52.0pp | 425.95%-419.6pp | 40.90%-34.6pp |
| Employer contribution / active EE | $889 | $1,535-42.1% | $3,674-75.8% | $2,631-66.2% |
| Participant deferral / active EE | $1,650 | $2,671-38.2% | $4,083-59.6% | $4,212-60.8% |
| Admin fee / account holder | $5,628 | $4,497+25.2% | $6,065-7.2% | $7,344-23.4% |