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 | $92,638 | $27,915+231.9% | $58,482+58.4% | $75,163+23.2% |
| Participation rate | 20.7% | 38.8%-18.1pp | 50.9%-30.2pp | 67.2%-46.5pp |
| Annual return | 12.91% | 44.20%-31.3pp | 4239.32%-4226.4pp | 160.62%-147.7pp |
| Employer contribution / active EE | $244 | $669-63.5% | $1,053-76.8% | $2,670-90.9% |
| Participant deferral / active EE | $818 | $1,201-31.9% | $1,924-57.5% | $4,125-80.2% |
| Admin fee / account holder | $1,911 | $1,726+10.8% | $2,516-24.0% | $5,651-66.2% |