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 | $133,207 | $73,787+80.5% | $98,716+34.9% | $82,448+61.6% |
| Participation rate | 36.5% | 61.4%-24.9pp | 69.3%-32.8pp | 68.1%-31.5pp |
| Annual return | 12.46% | 18.57%-6.1pp | 31.81%-19.3pp | 41.64%-29.2pp |
| Employer contribution / active EE | $912 | $1,511-39.7% | $2,279-60.0% | $2,551-64.3% |
| Participant deferral / active EE | $2,504 | $3,081-18.7% | $4,048-38.1% | $4,139-39.5% |
| Admin fee / account holder | $53,547 | $6,500+723.8% | $8,703+515.3% | $7,234+640.2% |