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 | $97,887 | $30,400+222.0% | $53,898+81.6% | $84,808+15.4% |
| Participation rate | 11.6% | 46.4%-34.8pp | 55.0%-43.3pp | 68.3%-56.7pp |
| Annual return | 12.55% | 500.19%-487.6pp | 528.60%-516.1pp | 40.90%-28.3pp |
| Employer contribution / active EE | $700 | $603+16.1% | $932-24.9% | $2,631-73.4% |
| Participant deferral / active EE | $1,462 | $1,199+22.0% | $1,826-19.9% | $4,212-65.3% |
| Admin fee / account holder | $11,673 | $1,993+485.6% | $2,491+368.6% | $7,344+58.9% |