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 | $195,874 | $83,369+134.9% | $105,223+86.2% | $67,986+188.1% |
| Participation rate | 31.5% | 56.3%-24.8pp | 75.0%-43.5pp | 57.2%-25.7pp |
| Annual return | 12.94% | 24.64%-11.7pp | 180.65%-167.7pp | 31.67%-18.7pp |
| Employer contribution / active EE | $733 | $2,541-71.1% | $3,689-80.1% | $2,019-63.7% |
| Participant deferral / active EE | $2,611 | $3,295-20.8% | $5,072-48.5% | $3,358-22.2% |
| Admin fee / account holder | $1,299 | $4,073-68.1% | $8,859-85.3% | $3,203-59.4% |