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 | $86,702 | $48,046+80.5% | $84,611+2.5% | $72,985+18.8% |
| Participation rate | 28.2% | 57.6%-29.4pp | 68.2%-40.0pp | 69.5%-41.3pp |
| Annual return | 15.27% | 37.38%-22.1pp | 258.74%-243.5pp | 81.00%-65.7pp |
| Employer contribution / active EE | $623 | $1,602-61.1% | $2,652-76.5% | $2,440-74.4% |
| Participant deferral / active EE | $1,669 | $2,680-37.7% | $3,899-57.2% | $3,607-53.7% |
| Admin fee / account holder | $753 | $3,395-77.8% | $4,912-84.7% | $5,124-85.3% |