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 9-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 | $193,583 | $72,277+167.8% | $101,248+91.2% | $79,858+142.4% |
| Participation rate | 51.5% | 68.5%-16.9pp | 75.8%-24.3pp | 69.6%-18.1pp |
| Annual return | 5.26% | 22.30%-17.0pp | 46.47%-41.2pp | 31.71%-26.5pp |
| Employer contribution / active EE | $847 | $2,692-68.5% | $3,660-76.9% | $2,471-65.7% |
| Participant deferral / active EE | $2,074 | $3,282-36.8% | $4,370-52.5% | $3,740-44.5% |
| Admin fee / account holder | $17,136 | $4,400+289.4% | $5,945+188.2% | $5,306+222.9% |