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 5-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 | $172,210 | $78,672+118.9% | $109,143+57.8% | $85,850+100.6% |
| Participation rate | 64.3% | 68.3%-4.0pp | 75.9%-11.6pp | 69.3%-5.0pp |
| Annual return | 9.56% | 25.09%-15.5pp | 25.75%-16.2pp | 318.53%-309.0pp |
| Employer contribution / active EE | $1,569 | $2,735-42.6% | $3,722-57.8% | $2,565-38.8% |
| Participant deferral / active EE | $4,111 | $3,467+18.6% | $4,653-11.6% | $3,952+4.0% |
| Admin fee / account holder | $24,179 | $5,469+342.1% | $6,752+258.1% | $6,260+286.3% |