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 | $98,206 | $53,516+83.5% | $126,539-22.4% | $84,808+15.8% |
| Participation rate | 28.9% | 58.2%-29.3pp | 69.8%-40.9pp | 68.3%-39.4pp |
| Annual return | 13.15% | 58.34%-45.2pp | 425.95%-412.8pp | 40.90%-27.7pp |
| Employer contribution / active EE | $532 | $1,535-65.3% | $3,674-85.5% | $2,631-79.8% |
| Participant deferral / active EE | $1,969 | $2,671-26.3% | $4,083-51.8% | $4,212-53.3% |
| Admin fee / account holder | $7,155 | $4,497+59.1% | $6,065+18.0% | $7,344-2.6% |