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 | $69,693 | $53,516+30.2% | $126,539-44.9% | $84,808-17.8% |
| Participation rate | 48.9% | 58.2%-9.4pp | 69.8%-20.9pp | 68.3%-19.4pp |
| Annual return | 9.73% | 58.34%-48.6pp | 425.95%-416.2pp | 40.90%-31.2pp |
| Employer contribution / active EE | $312 | $1,535-79.7% | $3,674-91.5% | $2,631-88.1% |
| Participant deferral / active EE | $2,192 | $2,671-17.9% | $4,083-46.3% | $4,212-48.0% |
| Admin fee / account holder | $1,709 | $4,497-62.0% | $6,065-71.8% | $7,344-76.7% |