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 | $145,117 | $95,561+51.9% | $77,163+88.1% | $139,434+4.1% |
| Participation rate | 60.0% | 73.9%-13.9pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 6.03% | 54.92%-48.9pp | 37.87%-31.8pp | 372.94%-366.9pp |
| Employer contribution / active EE | $1,315 | $3,147-58.2% | $2,535-48.1% | $4,751-72.3% |
| Participant deferral / active EE | $3,040 | $4,624-34.2% | $3,833-20.7% | $6,710-54.7% |
| Admin fee / account holder | $29,806 | $8,295+259.3% | $5,472+444.7% | $11,403+161.4% |