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 9-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 | $93,071 | $54,705+70.1% | $71,209+30.7% | $84,808+9.7% |
| Participation rate | 18.5% | 64.1%-45.6pp | 73.8%-55.2pp | 68.3%-49.8pp |
| Annual return | 11.72% | 35.90%-24.2pp | 282.51%-270.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $484 | $2,158-77.6% | $2,721-82.2% | $2,631-81.6% |
| Participant deferral / active EE | $1,443 | $3,030-52.4% | $4,175-65.4% | $4,212-65.7% |
| Admin fee / account holder | $20,424 | $4,863+319.9% | $5,349+281.8% | $7,344+178.1% |