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 | $80,948 | $58,208+39.1% | $81,812-1.1% | $80,856+0.1% |
| Participation rate | 39.6% | 63.4%-23.8pp | 72.3%-32.7pp | 67.6%-28.0pp |
| Annual return | 6.15% | 41.66%-35.5pp | 773.79%-767.6pp | 35.59%-29.4pp |
| Employer contribution / active EE | $1,196 | $2,340-48.9% | $2,912-58.9% | $2,755-56.6% |
| Participant deferral / active EE | $3,400 | $3,281+3.6% | $4,319-21.3% | $4,296-20.8% |
| Admin fee / account holder | $2,732 | $4,981-45.1% | $7,386-63.0% | $6,918-60.5% |