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 | $143,845 | $73,933+94.6% | $96,683+48.8% | $75,163+91.4% |
| Participation rate | 42.1% | 66.4%-24.3pp | 74.3%-32.2pp | 67.2%-25.1pp |
| Annual return | 8.17% | 26.70%-18.5pp | 35.69%-27.5pp | 160.62%-152.5pp |
| Employer contribution / active EE | $2,062 | $2,928-29.6% | $3,737-44.8% | $2,670-22.8% |
| Participant deferral / active EE | $4,468 | $3,659+22.1% | $4,878-8.4% | $4,125+8.3% |
| Admin fee / account holder | $57,975 | $5,216+1011.4% | $6,730+761.5% | $5,651+925.9% |