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 | $128,219 | $81,460+57.4% | $103,333+24.1% | $80,856+58.6% |
| Participation rate | 37.8% | 66.8%-29.0pp | 74.5%-36.7pp | 67.6%-29.8pp |
| Annual return | 8.75% | 25.55%-16.8pp | 24.88%-16.1pp | 35.59%-26.8pp |
| Employer contribution / active EE | $2,286 | $3,105-26.4% | $3,868-40.9% | $2,755-17.0% |
| Participant deferral / active EE | $5,085 | $3,869+31.4% | $5,057+0.5% | $4,296+18.4% |
| Admin fee / account holder | $52,598 | $6,566+701.0% | $8,355+529.6% | $6,918+660.3% |