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 | $94,382 | $56,114+68.2% | $96,139-1.8% | $85,850+9.9% |
| Participation rate | 34.0% | 56.7%-22.7pp | 68.4%-34.4pp | 69.3%-35.3pp |
| Annual return | 6.99% | 42.30%-35.3pp | 191.94%-185.0pp | 318.53%-311.5pp |
| Employer contribution / active EE | $776 | $1,620-52.1% | $2,797-72.2% | $2,565-69.7% |
| Participant deferral / active EE | $1,701 | $2,859-40.5% | $4,349-60.9% | $3,952-57.0% |
| Admin fee / account holder | $841 | $3,768-77.7% | $5,537-84.8% | $6,260-86.6% |