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 | $88,937 | $54,517+63.1% | $75,972+17.1% | $74,495+19.4% |
| Participation rate | 28.2% | 60.3%-32.1pp | 69.1%-40.8pp | 67.2%-39.0pp |
| Annual return | 9.61% | 31.82%-22.2pp | 359.55%-349.9pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $923 | $1,777-48.1% | $2,685-65.6% | $2,623-64.8% |
| Participant deferral / active EE | $1,703 | $3,066-44.4% | $4,255-60.0% | $4,346-60.8% |
| Admin fee / account holder | $7,889 | $2,229+254.0% | $6,467+22.0% | $1,942+306.3% |