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 | $123,133 | $30,732+300.7% | $59,496+107.0% | $59,632+106.5% |
| Participation rate | 13.2% | 43.2%-30.0pp | 54.6%-41.4pp | 68.7%-55.5pp |
| Annual return | -5.22% | 4.47%-9.7pp | 182.05%-187.3pp | 2041.28%-2046.5pp |
| Employer contribution / active EE | $525 | $631-16.7% | $1,153-54.4% | $2,203-76.2% |
| Participant deferral / active EE | $1,219 | $1,183+3.0% | $1,829-33.4% | $3,192-61.8% |
| Admin fee / account holder | $2,075 | $2,136-2.9% | $2,232-7.1% | $4,297-51.7% |