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 | $79,655 | $60,124+32.5% | $90,404-11.9% | $79,858-0.3% |
| Participation rate | 37.5% | 65.0%-27.5pp | 72.7%-35.2pp | 69.6%-32.1pp |
| Annual return | 9.90% | 71.94%-62.0pp | 1293.02%-1283.1pp | 31.71%-21.8pp |
| Employer contribution / active EE | $931 | $2,068-55.0% | $3,262-71.5% | $2,471-62.3% |
| Participant deferral / active EE | $2,431 | $2,938-17.3% | $3,963-38.7% | $3,740-35.0% |
| Admin fee / account holder | $1,836 | $3,976-53.8% | $5,611-67.3% | $5,306-65.4% |