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 | $76,472 | $53,127+43.9% | $86,590-11.7% | $70,131+9.0% |
| Participation rate | 20.0% | 65.3%-45.3pp | 73.5%-53.5pp | 69.5%-49.5pp |
| Annual return | 11.86% | 27.66%-15.8pp | 964.84%-953.0pp | 73.14%-61.3pp |
| Employer contribution / active EE | $469 | $2,068-77.3% | $2,839-83.5% | $2,342-80.0% |
| Participant deferral / active EE | $1,135 | $2,696-57.9% | $3,609-68.5% | $3,332-65.9% |
| Admin fee / account holder | $1,502 | $3,585-58.1% | $4,906-69.4% | $4,645-67.7% |