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 | $127,500 | $52,279+143.9% | $89,391+42.6% | $79,858+59.7% |
| Participation rate | 43.8% | 57.5%-13.8pp | 68.0%-24.2pp | 69.6%-25.9pp |
| Annual return | 9.68% | 22.16%-12.5pp | 245.62%-235.9pp | 31.71%-22.0pp |
| Employer contribution / active EE | $1,477 | $1,572-6.0% | $2,586-42.9% | $2,471-40.2% |
| Participant deferral / active EE | $3,173 | $2,740+15.8% | $3,890-18.4% | $3,740-15.1% |
| Admin fee / account holder | $1,682 | $3,356-49.9% | $4,881-65.5% | $5,306-68.3% |