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 | $109,230 | $73,515+48.6% | $62,995+73.4% | $147,584-26.0% |
| Participation rate | 23.1% | 77.9%-54.8pp | 74.8%-51.7pp | 82.8%-59.8pp |
| Annual return | 2.01% | 175.43%-173.4pp | 87.57%-85.6pp | 578.55%-576.5pp |
| Employer contribution / active EE | $358 | $3,320-89.2% | $2,759-87.0% | $4,876-92.7% |
| Participant deferral / active EE | $2,846 | $4,185-32.0% | $3,329-14.5% | $5,439-47.7% |
| Admin fee / account holder | $1,169 | $5,953-80.4% | $3,600-67.5% | $10,885-89.3% |