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 | $78,386 | $24,733+216.9% | $69,647+12.5% | $74,495+5.2% |
| Participation rate | 22.3% | 63.5%-41.1pp | 66.5%-44.1pp | 67.2%-44.9pp |
| Annual return | 11.53% | 18.55%-7.0pp | 100.48%-89.0pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $856 | $1,001-14.4% | $1,712-50.0% | $2,623-67.4% |
| Participant deferral / active EE | $1,857 | $1,901-2.3% | $2,886-35.6% | $4,346-57.3% |
| Admin fee / account holder | $5,593 | $1,892+195.7% | $4,713+18.7% | $1,942+188.0% |