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 | $126,486 | $56,053+125.7% | $75,972+66.5% | $80,856+56.4% |
| Participation rate | 41.4% | 62.0%-20.7pp | 69.1%-27.7pp | 67.6%-26.3pp |
| Annual return | 9.58% | 20.53%-11.0pp | 359.55%-350.0pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,069 | $1,874-42.9% | $2,685-60.2% | $2,755-61.2% |
| Participant deferral / active EE | $2,138 | $3,052-29.9% | $4,255-49.8% | $4,296-50.2% |
| Admin fee / account holder | $34,097 | $5,234+551.5% | $6,467+427.3% | $6,918+392.9% |