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 | $119,202 | $58,828+102.6% | $77,999+52.8% | $62,891+89.5% |
| Participation rate | 19.7% | 71.1%-51.4pp | 75.5%-55.8pp | 69.3%-49.6pp |
| Annual return | 3.27% | 17.16%-13.9pp | 425.96%-422.7pp | 20.14%-16.9pp |
| Employer contribution / active EE | $934 | $1,672-44.1% | $2,470-62.2% | $2,281-59.0% |
| Participant deferral / active EE | $2,256 | $2,686-16.0% | $3,497-35.5% | $3,203-29.6% |
| Admin fee / account holder | $30,897 | $4,393+603.3% | $5,480+463.8% | $4,296+619.3% |