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 | $29,667+121.9% | $56,441+16.6% | $80,874-18.6% |
| Participation rate | 8.1% | 41.7%-33.6pp | 52.5%-44.4pp | 67.6%-59.6pp |
| Annual return | 9.59% | 35.22%-25.6pp | 1704.21%-1694.6pp | 35.62%-26.0pp |
| Employer contribution / active EE | $294 | $669-56.2% | $1,039-71.8% | $2,756-89.3% |
| Participant deferral / active EE | $449 | $1,227-63.4% | $1,953-77.0% | $4,297-89.5% |
| Admin fee / account holder | $2,049 | $2,429-15.7% | $2,829-27.6% | $6,935-70.5% |