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 | $119,303 | $54,705+118.1% | $71,209+67.5% | $84,808+40.7% |
| Participation rate | 47.4% | 64.1%-16.7pp | 73.8%-26.4pp | 68.3%-20.9pp |
| Annual return | 4.54% | 35.90%-31.4pp | 282.51%-278.0pp | 40.90%-36.4pp |
| Employer contribution / active EE | $1,866 | $2,158-13.5% | $2,721-31.4% | $2,631-29.1% |
| Participant deferral / active EE | $3,816 | $3,030+25.9% | $4,175-8.6% | $4,212-9.4% |
| Admin fee / account holder | $5,773 | $4,863+18.7% | $5,349+7.9% | $7,344-21.4% |