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 | $103,402 | $53,127+94.6% | $86,590+19.4% | $70,131+47.4% |
| Participation rate | 54.4% | 65.3%-10.9pp | 73.5%-19.1pp | 69.5%-15.1pp |
| Annual return | 11.04% | 27.66%-16.6pp | 964.84%-953.8pp | 73.14%-62.1pp |
| Employer contribution / active EE | $523 | $2,068-74.7% | $2,839-81.6% | $2,342-77.7% |
| Participant deferral / active EE | $3,098 | $2,696+14.9% | $3,609-14.1% | $3,332-7.0% |
| Admin fee / account holder | $2,977 | $3,585-17.0% | $4,906-39.3% | $4,645-35.9% |