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 | $180,272 | $74,927+140.6% | $101,794+77.1% | $84,808+112.6% |
| Participation rate | 36.6% | 61.4%-24.8pp | 69.2%-32.6pp | 68.3%-31.8pp |
| Annual return | 12.17% | 18.70%-6.5pp | 30.53%-18.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $865 | $1,522-43.1% | $2,289-62.2% | $2,631-67.1% |
| Participant deferral / active EE | $4,891 | $3,099+57.8% | $4,084+19.8% | $4,212+16.1% |
| Admin fee / account holder | $22,926 | $6,514+252.0% | $8,777+161.2% | $7,344+212.2% |