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 | $151,969 | $49,922+204.4% | $80,569+88.6% | $75,163+102.2% |
| Participation rate | 17.2% | 55.3%-38.1pp | 67.0%-49.8pp | 67.2%-50.0pp |
| Annual return | 9.91% | 34.69%-24.8pp | 935.43%-925.5pp | 160.62%-150.7pp |
| Employer contribution / active EE | $420 | $1,698-75.3% | $2,723-84.6% | $2,670-84.3% |
| Participant deferral / active EE | $1,703 | $2,990-43.1% | $4,447-61.7% | $4,125-58.7% |
| Admin fee / account holder | $1,585 | $3,577-55.7% | $5,377-70.5% | $5,651-72.0% |