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 | $126,001 | $37,426+236.7% | $77,482+62.6% | $79,858+57.8% |
| Participation rate | 25.0% | 41.5%-16.5pp | 54.2%-29.2pp | 69.6%-44.6pp |
| Annual return | 10.14% | 39.70%-29.6pp | 54.79%-44.6pp | 31.71%-21.6pp |
| Employer contribution / active EE | $409 | $637-35.7% | $986-58.5% | $2,471-83.4% |
| Participant deferral / active EE | $1,780 | $1,260+41.3% | $1,861-4.4% | $3,740-52.4% |
| Admin fee / account holder | $1,063 | $2,504-57.5% | $2,858-62.8% | $5,306-80.0% |