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 | $165,425 | $27,915+492.6% | $58,482+182.9% | $75,163+120.1% |
| Participation rate | 4.0% | 38.8%-34.8pp | 50.9%-46.9pp | 67.2%-63.2pp |
| Annual return | 14.04% | 44.20%-30.2pp | 4239.32%-4225.3pp | 160.62%-146.6pp |
| Employer contribution / active EE | $117 | $669-82.5% | $1,053-88.9% | $2,670-95.6% |
| Participant deferral / active EE | $292 | $1,201-75.7% | $1,924-84.8% | $4,125-92.9% |
| Admin fee / account holder | $1,625 | $1,726-5.8% | $2,516-35.4% | $5,651-71.2% |