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 | $88,369 | $53,516+65.1% | $126,539-30.2% | $84,808+4.2% |
| Participation rate | 18.0% | 58.2%-40.3pp | 69.8%-51.8pp | 68.3%-50.3pp |
| Annual return | 11.14% | 58.34%-47.2pp | 425.95%-414.8pp | 40.90%-29.8pp |
| Employer contribution / active EE | $393 | $1,535-74.4% | $3,674-89.3% | $2,631-85.1% |
| Participant deferral / active EE | $780 | $2,671-70.8% | $4,083-80.9% | $4,212-81.5% |
| Admin fee / account holder | $2,977 | $4,497-33.8% | $6,065-50.9% | $7,344-59.5% |