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 | $63,441 | $54,573+16.2% | $90,951-30.2% | $73,488-13.7% |
| Participation rate | 34.3% | 61.2%-26.9pp | 69.0%-34.8pp | 70.7%-36.4pp |
| Annual return | 2.94% | 16.69%-13.8pp | 134.60%-131.7pp | 28.51%-25.6pp |
| Employer contribution / active EE | $500 | $991-49.6% | $2,122-76.5% | $2,270-78.0% |
| Participant deferral / active EE | $1,271 | $2,517-49.5% | $3,373-62.3% | $3,740-66.0% |
| Admin fee / account holder | $2,695 | $521+416.9% | $5,959-54.8% | $513+425.3% |