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 | $113,184 | $30,400+272.3% | $53,898+110.0% | $84,808+33.5% |
| Participation rate | 19.0% | 46.4%-27.4pp | 55.0%-35.9pp | 68.3%-49.3pp |
| Annual return | 10.99% | 500.19%-489.2pp | 528.60%-517.6pp | 40.90%-29.9pp |
| Employer contribution / active EE | $634 | $603+5.2% | $932-32.0% | $2,631-75.9% |
| Participant deferral / active EE | $985 | $1,199-17.8% | $1,826-46.1% | $4,212-76.6% |
| Admin fee / account holder | $3,558 | $1,993+78.5% | $2,491+42.9% | $7,344-51.5% |