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 | $119,593 | $74,888+59.7% | $71,209+67.9% | $142,382-16.0% |
| Participation rate | 19.0% | 76.2%-57.2pp | 73.8%-54.7pp | 80.1%-61.1pp |
| Annual return | 11.90% | 345.14%-333.2pp | 282.51%-270.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $836 | $2,854-70.7% | $2,721-69.3% | $4,299-80.5% |
| Participant deferral / active EE | $967 | $4,454-78.3% | $4,175-76.9% | $6,507-85.1% |
| Admin fee / account holder | $390 | $5,568-93.0% | $5,349-92.7% | $12,624-96.9% |