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 | $86,405 | $54,705+57.9% | $71,209+21.3% | $84,808+1.9% |
| Participation rate | 36.1% | 64.1%-28.0pp | 73.8%-37.6pp | 68.3%-32.2pp |
| Annual return | 13.26% | 35.90%-22.6pp | 282.51%-269.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $880 | $2,158-59.2% | $2,721-67.7% | $2,631-66.6% |
| Participant deferral / active EE | $2,792 | $3,030-7.9% | $4,175-33.1% | $4,212-33.7% |
| Admin fee / account holder | $33,602 | $4,863+590.9% | $5,349+528.2% | $7,344+357.6% |