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 | $153,048 | $107,334+42.6% | $92,893+64.8% | $152,861+0.1% |
| Participation rate | 54.5% | 79.8%-25.2pp | 76.0%-21.5pp | 82.4%-27.9pp |
| Annual return | 1.68% | 145.58%-143.9pp | 109.41%-107.7pp | 345.32%-343.6pp |
| Employer contribution / active EE | $1,217 | $4,221-71.2% | $3,653-66.7% | $4,762-74.4% |
| Participant deferral / active EE | $2,532 | $4,845-47.7% | $4,236-40.2% | $5,850-56.7% |
| Admin fee / account holder | $1,000 | $7,079-85.9% | $5,794-82.7% | $11,596-91.4% |