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 | $193,796 | $115,770+67.4% | $101,248+91.4% | $158,922+21.9% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-33.0pp | 82.0%-39.1pp |
| Annual return | 6.87% | 56.14%-49.3pp | 46.47%-39.6pp | 302.83%-296.0pp |
| Employer contribution / active EE | $760 | $4,175-81.8% | $3,660-79.2% | $4,761-84.0% |
| Participant deferral / active EE | $1,720 | $4,957-65.3% | $4,370-60.6% | $5,982-71.3% |
| Admin fee / account holder | $28,628 | $7,245+295.1% | $5,945+381.5% | $11,246+154.6% |