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 | $130,868 | $56,114+133.2% | $96,139+36.1% | $85,850+52.4% |
| Participation rate | 48.3% | 56.7%-8.4pp | 68.4%-20.2pp | 69.3%-21.0pp |
| Annual return | 11.20% | 42.30%-31.1pp | 191.94%-180.7pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,506 | $1,620-7.0% | $2,797-46.2% | $2,565-41.3% |
| Participant deferral / active EE | $4,593 | $2,859+60.6% | $4,349+5.6% | $3,952+16.2% |
| Admin fee / account holder | $854 | $3,768-77.3% | $5,537-84.6% | $6,260-86.4% |