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 | $65,832 | $29,660+122.0% | $56,411+16.7% | $80,856-18.6% |
| Participation rate | 8.1% | 41.6%-33.6pp | 52.5%-44.4pp | 67.6%-59.6pp |
| Annual return | 9.59% | 35.23%-25.6pp | 1701.33%-1691.7pp | 35.59%-26.0pp |
| Employer contribution / active EE | $294 | $669-56.2% | $1,039-71.7% | $2,755-89.3% |
| Participant deferral / active EE | $449 | $1,226-63.4% | $1,952-77.0% | $4,296-89.5% |
| Admin fee / account holder | $2,049 | $2,428-15.6% | $2,829-27.6% | $6,918-70.4% |