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 | $165,317 | $29,319+463.9% | $52,425+215.3% | $82,448+100.5% |
| Participation rate | 42.4% | 46.9%-4.4pp | 55.6%-13.2pp | 68.1%-25.6pp |
| Annual return | 10.96% | 535.20%-524.2pp | 302.12%-291.2pp | 41.64%-30.7pp |
| Employer contribution / active EE | $779 | $586+32.9% | $914-14.8% | $2,551-69.5% |
| Participant deferral / active EE | $3,831 | $1,171+227.0% | $1,790+114.0% | $4,139-7.5% |
| Admin fee / account holder | $3,466 | $1,962+76.7% | $2,495+38.9% | $7,234-52.1% |