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 | $124,604 | $58,927+111.5% | $76,817+62.2% | $72,985+70.7% |
| Participation rate | 17.4% | 67.3%-49.9pp | 72.1%-54.7pp | 69.5%-52.1pp |
| Annual return | 15.94% | 2305.64%-2289.7pp | 1166.11%-1150.2pp | 81.00%-65.1pp |
| Employer contribution / active EE | $519 | $1,787-71.0% | $2,302-77.5% | $2,440-78.7% |
| Participant deferral / active EE | $1,323 | $2,690-50.8% | $3,336-60.3% | $3,607-63.3% |
| Admin fee / account holder | $5,490 | $4,013+36.8% | $6,420-14.5% | $5,124+7.1% |