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 | $47,752 | $37,426+27.6% | $77,482-38.4% | $79,858-40.2% |
| Participation rate | 16.7% | 41.5%-24.8pp | 54.2%-37.5pp | 69.6%-53.0pp |
| Annual return | 8.20% | 39.70%-31.5pp | 54.79%-46.6pp | 31.71%-23.5pp |
| Employer contribution / active EE | $305 | $637-52.1% | $986-69.1% | $2,471-87.7% |
| Participant deferral / active EE | $381 | $1,260-69.8% | $1,861-79.5% | $3,740-89.8% |
| Admin fee / account holder | $431 | $2,504-82.8% | $2,858-84.9% | $5,306-91.9% |