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 | $65,297 | $48,570+34.4% | $130,648-50.0% | $72,985-10.5% |
| Participation rate | 43.8% | 58.6%-14.8pp | 71.7%-28.0pp | 69.5%-25.7pp |
| Annual return | 7.79% | 38.63%-30.8pp | 1708.96%-1701.2pp | 81.00%-73.2pp |
| Employer contribution / active EE | $1,000 | $1,334-25.0% | $4,092-75.6% | $2,440-59.0% |
| Participant deferral / active EE | $1,890 | $2,384-20.7% | $3,603-47.5% | $3,607-47.6% |
| Admin fee / account holder | $3,529 | $3,549-0.6% | $5,464-35.4% | $5,124-31.1% |