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 | $52,129 | $29,660+75.8% | $56,411-7.6% | $80,856-35.5% |
| Participation rate | 24.2% | 41.6%-17.5pp | 52.5%-28.3pp | 67.6%-43.4pp |
| Annual return | 9.71% | 35.23%-25.5pp | 1701.33%-1691.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $488 | $669-27.1% | $1,039-53.0% | $2,755-82.3% |
| Participant deferral / active EE | $900 | $1,226-26.6% | $1,952-53.9% | $4,296-79.1% |
| Admin fee / account holder | $1,773 | $2,428-26.9% | $2,829-37.3% | $6,918-74.4% |