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 | $241,636 | $74,888+222.7% | $71,209+239.3% | $142,382+69.7% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 3.02% | 345.14%-342.1pp | 282.51%-279.5pp | 217.08%-214.1pp |
| Employer contribution / active EE | $533 | $2,854-81.3% | $2,721-80.4% | $4,299-87.6% |
| Participant deferral / active EE | $10,333 | $4,454+132.0% | $4,175+147.5% | $6,507+58.8% |
| Admin fee / account holder | $3,338 | $5,568-40.1% | $5,349-37.6% | $12,624-73.6% |