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 | $75,786 | $30,400+149.3% | $53,898+40.6% | $84,808-10.6% |
| Participation rate | 25.8% | 46.4%-20.6pp | 55.0%-29.2pp | 68.3%-42.5pp |
| Annual return | 12.27% | 500.19%-487.9pp | 528.60%-516.3pp | 40.90%-28.6pp |
| Employer contribution / active EE | $396 | $603-34.3% | $932-57.5% | $2,631-85.0% |
| Participant deferral / active EE | $1,358 | $1,199+13.3% | $1,826-25.7% | $4,212-67.8% |
| Admin fee / account holder | $51,874 | $1,993+2502.4% | $2,491+1982.6% | $7,344+606.4% |