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 | $147,223 | $72,277+103.7% | $101,248+45.4% | $79,858+84.4% |
| Participation rate | 42.3% | 68.5%-26.2pp | 75.8%-33.5pp | 69.6%-27.3pp |
| Annual return | 5.16% | 22.30%-17.1pp | 46.47%-41.3pp | 31.71%-26.6pp |
| Employer contribution / active EE | $1,010 | $2,692-62.5% | $3,660-72.4% | $2,471-59.1% |
| Participant deferral / active EE | $2,957 | $3,282-9.9% | $4,370-32.3% | $3,740-20.9% |
| Admin fee / account holder | $52,158 | $4,400+1085.3% | $5,945+777.3% | $5,306+882.9% |