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 | $56,246 | $48,046+17.1% | $84,611-33.5% | $72,985-22.9% |
| Participation rate | 41.7% | 57.6%-15.9pp | 68.2%-26.6pp | 69.5%-27.8pp |
| Annual return | 17.00% | 37.38%-20.4pp | 258.74%-241.7pp | 81.00%-64.0pp |
| Employer contribution / active EE | $443 | $1,602-72.4% | $2,652-83.3% | $2,440-81.9% |
| Participant deferral / active EE | $1,770 | $2,680-33.9% | $3,899-54.6% | $3,607-50.9% |
| Admin fee / account holder | $4,130 | $3,395+21.7% | $4,912-15.9% | $5,124-19.4% |