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 7-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 | $163,850 | $96,635+69.6% | $86,612+89.2% | $139,434+17.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 4.03% | 106.41%-102.4pp | 591.07%-587.0pp | 372.94%-368.9pp |
| Employer contribution / active EE | $750 | $3,263-77.0% | $3,022-75.2% | $4,751-84.2% |
| Participant deferral / active EE | $15,000 | $4,836+210.2% | $4,438+238.0% | $6,710+123.5% |
| Admin fee / account holder | $2,291 | $6,408-64.2% | $5,614-59.2% | $11,403-79.9% |