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 | $107,753 | $53,053+103.1% | $126,539-14.8% | $74,304+45.0% |
| Participation rate | 25.3% | 48.0%-22.7pp | 69.8%-44.5pp | 60.3%-35.0pp |
| Annual return | 12.17% | 29.46%-17.3pp | 425.95%-413.8pp | 29.43%-17.3pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $3,674-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,171 | $2,303-5.7% | $4,083-46.8% | $3,767-42.4% |
| Admin fee / account holder | $20,438 | $3,698+452.7% | $6,065+237.0% | $2,969+588.4% |