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 6-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 | $100,950 | $24,730+308.2% | $66,042+52.9% | $84,808+19.0% |
| Participation rate | 21.6% | 68.1%-46.5pp | 67.5%-45.9pp | 68.3%-46.7pp |
| Annual return | 13.72% | 79.55%-65.8pp | 52.11%-38.4pp | 40.90%-27.2pp |
| Employer contribution / active EE | $601 | $857-29.8% | $1,579-61.9% | $2,631-77.2% |
| Participant deferral / active EE | $1,953 | $1,737+12.5% | $2,835-31.1% | $4,212-53.6% |
| Admin fee / account holder | $9,326 | $3,014+209.4% | $5,747+62.3% | $7,344+27.0% |