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 | $30,400+443.8% | $53,898+206.7% | $84,808+94.9% |
| Participation rate | 42.4% | 46.4%-4.0pp | 55.0%-12.5pp | 68.3%-25.9pp |
| Annual return | 10.96% | 500.19%-489.2pp | 528.60%-517.6pp | 40.90%-29.9pp |
| Employer contribution / active EE | $779 | $603+29.3% | $932-16.4% | $2,631-70.4% |
| Participant deferral / active EE | $3,831 | $1,199+219.6% | $1,826+109.8% | $4,212-9.0% |
| Admin fee / account holder | $3,466 | $1,993+73.9% | $2,491+39.2% | $7,344-52.8% |