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 | $60,777 | $27,915+117.7% | $58,482+3.9% | $75,163-19.1% |
| Participation rate | 14.7% | 38.8%-24.1pp | 50.9%-36.2pp | 67.2%-52.5pp |
| Annual return | 10.76% | 44.20%-33.4pp | 4239.32%-4228.6pp | 160.62%-149.9pp |
| Employer contribution / active EE | $415 | $669-38.0% | $1,053-60.6% | $2,670-84.5% |
| Participant deferral / active EE | $518 | $1,201-56.9% | $1,924-73.1% | $4,125-87.4% |
| Admin fee / account holder | $606 | $1,726-64.9% | $2,516-75.9% | $5,651-89.3% |