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 5-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 | $78,582 | $49,922+57.4% | $80,569-2.5% | $75,163+4.5% |
| Participation rate | 21.2% | 55.3%-34.1pp | 67.0%-45.8pp | 67.2%-46.0pp |
| Annual return | 10.08% | 34.69%-24.6pp | 935.43%-925.3pp | 160.62%-150.5pp |
| Employer contribution / active EE | $620 | $1,698-63.5% | $2,723-77.2% | $2,670-76.8% |
| Participant deferral / active EE | $1,434 | $2,990-52.0% | $4,447-67.7% | $4,125-65.2% |
| Admin fee / account holder | $2,315 | $3,577-35.3% | $5,377-57.0% | $5,651-59.0% |