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 | $51,571 | $39,019+32.2% | $80,716-36.1% | $85,850-39.9% |
| Participation rate | 31.9% | 41.5%-9.6pp | 54.2%-22.3pp | 69.3%-37.4pp |
| Annual return | 9.95% | 26.27%-16.3pp | 87.28%-77.3pp | 318.53%-308.6pp |
| Employer contribution / active EE | $456 | $722-36.8% | $1,160-60.7% | $2,565-82.2% |
| Participant deferral / active EE | $1,037 | $1,326-21.8% | $2,146-51.7% | $3,952-73.8% |
| Admin fee / account holder | $1,643 | $2,431-32.4% | $3,380-51.4% | $6,260-73.8% |